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InvenTrust Properties
IVT

Overview Fund Activity

198 hedge funds and large institutions have $678M invested in InvenTrust Properties in 2021 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+188
Holders Change %
+1,880%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
191
Increased
3
Reduced
3
Closed
3
Calls
$318K
Puts
$363K
Net Calls
-$45K
Net Calls Change
-$45K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$151M
2
Principal Financial Group
Principal Financial Group
Iowa
$115M
3
BlackRock
BlackRock
New York
$64.2M
4
State Street
State Street
Massachusetts
$29.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$26.9M

Top Sellers

1
FFN
Focus Financial Network
Minnesota
$1.4M
2
ATPW
Ashton Thomas Private Wealth
Arizona
$0
3
BC
Bartlett & Co
Ohio
$0
4
BCWM
Bartlett & Co Wealth Management
Ohio
$0
5
HFS
HBC Financial Services
Washington
$3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$2.66M +$2.66M +97,609 New
CAN
27
Cetera Advisor Networks
California
$2.5M +$2.5M +91,509 New
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$2.41M +$2.41M +88,333 New
Ameriprise
29
Ameriprise
Minnesota
$2.17M +$2.17M +78,948 New
SO
30
STRS Ohio
Ohio
$2.15M +$2.15M +78,787 New
CA
31
Cetera Advisors
Colorado
$2.14M +$2.14M +78,544 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.13M +$2.13M +77,976 New
PCIA
33
Prime Capital Investment Advisors
Kansas
$2.12M +$2.12M +77,880 New
Wells Fargo
34
Wells Fargo
California
$2.02M +$2.02M +73,996 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.93M +$1.93M +70,912 New
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$1.91M +$1.91M +70,081 New
AFP
37
Ausdal Financial Partners
Iowa
$1.87M +$1.87M +68,450 New
Citadel Advisors
38
Citadel Advisors
Florida
$1.44M +$1.44M +52,702 New
CFGS
39
Concourse Financial Group Securities
Alabama
$1.4M +$1.4M +51,105 New
FFN
40
Focus Financial Network
Minnesota
$1.4M -$718K -26,133 -34%
CBFP
41
Cedar Brook Financial Partners
Ohio
$1.37M +$1.37M +50,064 New
LNC
42
Lincoln National Corp
Pennsylvania
$1.21M +$1.21M +44,269 New
CS
43
Credit Suisse
Switzerland
$1.19M +$1.19M +43,505 New
AWE
44
Avidian Wealth Enterprises
Texas
$1.16M +$1.16M +42,645 New
Amundi
45
Amundi
France
$1.15M +$1.15M +41,461 New
Bank of New York Mellon
46
Bank of New York Mellon
New York
$1.07M +$1.07M +39,264 New
AF
47
Advisornet Financial
Minnesota
$1.02M +$1.02M +37,432 New
SOADOR
48
State of Alaska Department of Revenue
Alaska
$991K +$991K +36,400 New
WMSA
49
Weiss Multi-Strategy Advisers
New York
$966K +$966K +35,438 New
IWC
50
Integrated Wealth Concepts
Massachusetts
$955K +$955K +35,048 New
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