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InvenTrust Properties
IVT

Overview Fund Activity

244 hedge funds and large institutions have $854M invested in InvenTrust Properties in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+13
Holders Change %
+5.63%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
45
Increased
78
Reduced
76
Closed
27
Calls
$653K
Puts
$109K
Net Calls
+$544K
Net Calls Change
-$19K

Top Buyers

1
RIM
Rush Island Management
New York
$17.4M
2
MIIM
Mesirow Institutional Investment Management
Illinois
$5.74M
3
Millennium Management
Millennium Management
New York
$4.12M
4
EWM
Executive Wealth Management
Michigan
$3.23M
5
GC
Guggenheim Capital
Illinois
$5.35M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$56.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.59M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.56M
4
First Trust Advisors
First Trust Advisors
Illinois
$1.1M
5
SG Americas Securities
SG Americas Securities
New York
$317K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
226
Cary Street Partners Investment Advisory
Virginia
$4.5K +$4.5K +190 New
NL
227
NVWM LLC
Pennsylvania
$4.32K – – –
AF
228
Advisornet Financial
Minnesota
$3.72K -$7.98K -337 -68%
WAM
229
WFA Asset Management
Wisconsin
$3.54K +$24 +1 +0.7%
TAM
230
Tucker Asset Management
Colorado
$3.42K – – –
AWM
231
Accel Wealth Management
Iowa
$3.34K – – –
HFS
232
HBC Financial Services
Washington
$3K – – –
BCMIO
233
Beacon Capital Management Inc (Ohio)
Ohio
$2.37K – – –
AA
234
Ancora Advisors
Ohio
$2K – – –
CA
235
Centerpoint Advisors
Massachusetts
$2K – – –
GMA
236
Glassy Mountain Advisors
Maryland
$1.99K +$1.99K +84 New
QCG
237
Quadrant Capital Group
Ohio
$1.75K +$568 +24 +48%
EE
238
EWG Elevate
California
$1.56K +$1.56K +66 New
BIA
239
Bell Investment Advisors
California
$1.23K +$1.23K +52 New
MYAM
240
Meiji Yasuda Asset Management
Japan
$450 – – –
BAAM
241
Baker Avenue Asset Management
California
$426 +$426 +18 New
PAG
242
Private Advisor Group
New Jersey
$359 -$132 -5,588 -27%
LC
243
Lindbrook Capital
California
$189 +$189 +8 New
TC
244
TwinBeech Capital
New York
– -$558K -26,142 Closed
QC
245
Quantedge Capital
Singapore
– -$488K -22,900 Closed
ECM
246
ExodusPoint Capital Management
New York
– -$288K -13,482 Closed
State of Wisconsin Investment Board
247
State of Wisconsin Investment Board
Wisconsin
– -$267K -12,562 Closed
CA
248
Crewe Advisors
Utah
– -$239K -11,197 Closed
VRS
249
Virginia Retirement Systems
Virginia
– -$226K -10,600 Closed
Verition Fund Management
250
Verition Fund Management
Connecticut
– -$218K -10,223 Closed
7 8 9
10
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