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InvenTrust Properties
IVT

Overview Fund Activity

256 hedge funds and large institutions have $954M invested in InvenTrust Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 16 closing their positions.

Holders
256
Holders Change
+15
Holders Change %
+6.22%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
91
Reduced
75
Closed
16
Calls
$719K
Puts
$19K
Net Calls
+$700K
Net Calls Change
+$151K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$10.6M
2
SSA
2
Schonfeld Strategic Advisors
New York
$15.5M
3
ACM
3
Adelante Capital Management
California
$4.72M
4
HCM
4
HGI Capital Management
New York
$4.71M
5
GCA
5
GSI Capital Advisors
California
$3.15M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.81M
3
BlackRock
3
BlackRock
New York
$155M
4
Charles Schwab
4
Charles Schwab
California
$20.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$4.28M
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
251
Provence Wealth Management Group
California
$1.74K 73 +73 New
BIA
252
Bell Investment Advisors
California
$1.33K 56 – –
CP
253
Castleview Partners
Texas
$1.29K 54 – –
VNA
254
Valley National Advisers
Pennsylvania
$1K 25 +25 New
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$857 36 – –
Man Group
256
Man Group
United Kingdom
– – -47,383 Closed
Victory Capital Management
257
Victory Capital Management
Texas
– – -46,910 Closed
CA
258
Calton & Associates
Florida
– – -26,398 Closed
CIC
259
Cornercap Investment Counsel
Georgia
– – -16,377 Closed
JFGLC
260
Johnson Financial Group LLC (Colorado)
Colorado
– – -11,984 Closed
FRM
261
Fox Run Management
Connecticut
– – -10,396 Closed
SGI
262
Summit Global Investments
Utah
– – -10,300 Closed
MML Investors Services
263
MML Investors Services
Massachusetts
– – -10,135 Closed
CI
264
CX Institutional
Indiana
– – -9,151 Closed
Walleye Trading
265
Walleye Trading
New York
– – -9,018 Closed
WP
266
WealthPLAN Partners
Nebraska
– – -1,232 Closed
HWA
267
HHM Wealth Advisors
Tennessee
– – -701 Closed
Ohio Public Employees Retirement System (OPERS)
268
Ohio Public Employees Retirement System (OPERS)
Ohio
– – -506 Closed
WTA
269
Washington Trust Advisors
Massachusetts
– – -322 Closed
SWA
270
SOA Wealth Advisors
New York
– – -240 Closed
QL
271
Quarry LP
New York
– – -96 Closed
C
272
Covestor
United Kingdom
$0 5 -4 -44%
Group One Trading
273
Group One Trading
Illinois
– – – –
Simplex Trading
274
Simplex Trading
Illinois
– – – –
7 8 9 10
11