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InvenTrust Properties
IVT

243 hedge funds and large institutions have $892M invested in InvenTrust Properties in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $680K | Put options by funds: $131K

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

4% more funds holding

Funds holding: 234 → 243 (+9)

0.96% more ownership

Funds ownership: 56.87% → 57.82% (+0.96%)

0% more capital invested

Capital invested by funds: $889M → $892M (+$3.16M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

Holders
243
Holders Change
+9
Holders Change %
+3.85%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
80
Reduced
86
Closed
18
Calls
$680K
Puts
$131K
Net Calls
+$549K
Net Calls Change
+$51K

Top Buyers

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
+$8.29M
2
Millennium Management
Millennium Management
New York
+$5.79M
3
Goldman Sachs
Goldman Sachs
New York
+$4.91M
4
BlackRock
BlackRock
New York
+$4.33M
5
ECM
ExodusPoint Capital Management
New York
+$4.02M

Top Sellers

Rank Fund Capital Flow
1
LPC
Long Pond Capital
New York
-$6.89M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$6.81M
3
Northern Trust
Northern Trust
Illinois
-$5.46M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.87M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$4.58M +$153K +6,769 +4%
ECM
27
ExodusPoint Capital Management
New York
$4.12M +$4.02M +178,126 New
Invesco
28
Invesco
Georgia
$3.88M +$20.2K +896 +0.5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.55M -$1.79M -79,366 -34%
Swiss National Bank
30
Swiss National Bank
Switzerland
$3.4M +$29.3K +1,300 +0.9%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3.26M -$21.7K -962 -0.7%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.08M -$93K -4,124 -3%
LPL Financial
33
LPL Financial
California
$2.98M +$12.3K +544 +0.4%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$2.74M +$38.1K +1,688 +1%
Asset Management One
35
Asset Management One
Japan
$2.63M +$169K +7,487 +7%
AWM
36
AE Wealth Management
Kansas
$2.58M -$1.02M -45,273 -28%
State of New Jersey Common Pension Fund D
37
State of New Jersey Common Pension Fund D
New Jersey
$2.58M +$340K +15,078 +16%
First Trust Advisors
38
First Trust Advisors
Illinois
$2.38M +$1.04M +45,979 +81%
CS
39
Credit Suisse
Switzerland
$2.33M -$721K -31,955 -24%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.02M -$3M -133,050 -60%
AG
41
Algert Global
California
$1.99M -$93.2K -4,130 -5%
AllianceBernstein
42
AllianceBernstein
Tennessee
$1.99M -$7.67K -340 -0.4%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$1.9M -$55.2K -2,446 -3%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.86M -$24.2K -1,073 -1%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$1.86M -$253K -11,198 -12%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$1.82M +$75.8K +3,362 +4%
UBS Group
47
UBS Group
Switzerland
$1.76M -$441K -19,543 -20%
LCM
48
LDR Capital Management
New York
$1.67M – – –
Nomura Asset Management
49
Nomura Asset Management
Japan
$1.67M +$18K +800 +1%
CAN
50
Cetera Advisor Networks
California
$1.55M -$51K -2,259 -3%
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IVT Hedge Fund Activity: Q2 2023 in Review

243 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q2 2023, worth a combined $892M — up 0.36% from $889M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IVT positions and 18 closed out — a net gain of 12 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $8.29M. The largest seller was Long Pond Capital, exiting entirely with an estimated $6.89M sold.

  • 243 institutional investors held InvenTrust Properties (IVT) as of Q2 2023, up from 234 in Q1 2023.
  • Funds reported $892M of InvenTrust Properties stock for Q2 2023, up 0.36% quarter-over-quarter.
  • 30 funds opened new InvenTrust Properties positions in Q2 2023 and 18 closed out, a net change of +12 holders.
  • The largest InvenTrust Properties buyer in Q2 2023 was Schonfeld Strategic Advisors, an estimated $8.29M added.
  • The largest InvenTrust Properties seller in Q2 2023 was Long Pond Capital, an estimated $6.89M sold.

Based on aggregated 13F filings for Q2 2023.