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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 %
Wells Fargo
51
Wells Fargo
California
$1.56M -$420K -17,747 -21%
Voloridge Investment Management
52
Voloridge Investment Management
Florida
$1.56M -$1.61M -68,180 -51%
AFP
53
Ausdal Financial Partners
Iowa
$1.43M -$163K -6,889 -10%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$1.42M +$27.3K +1,152 +2%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$1.39M -$206K -8,703 -13%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$1.22M -$25.4K -1,071 -2%
BPA
57
Beacon Pointe Advisors
California
$1.22M -$71.2K -3,010 -6%
AWS
58
Atria Wealth Solutions
New York
$1.21M +$215K +9,043 +21%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$1.17M -$710 -30 -0.1%
Bank of America
60
Bank of America
North Carolina
$1.14M +$152K +6,439 +15%
Amundi
61
Amundi
France
$1.13M +$204K +8,292 +22%
First Trust Advisors
62
First Trust Advisors
Illinois
$1.1M -$1.59M -67,171 -59%
DLG
63
Daniel L. Goodwin
$1.09M – – –
Deutsche Bank
64
Deutsche Bank
Germany
$1.05M +$103K +4,332 +11%
CBFP
65
Cedar Brook Financial Partners
Ohio
$1.03M -$32.2K -1,360 -3%
Man Group
66
Man Group
United Kingdom
$999K +$999K +42,199 New
Creative Planning
67
Creative Planning
Kansas
$890K +$101K +4,254 +13%
CAC
68
Certified Advisory Corp
Florida
$880K -$320K -13,524 -27%
CIC
69
Cornercap Investment Counsel
Georgia
$867K +$867K +36,628 New
GWWM
70
Great Waters Wealth Management
Minnesota
$863K +$863K +35,060 New
Truist Financial
71
Truist Financial
North Carolina
$850K +$850K +35,930 New
MIM
72
MetLife Investment Management
New Jersey
$849K – – –
Citigroup
73
Citigroup
New York
$832K -$83.3K -3,521 -9%
SOADOR
74
State of Alaska Department of Revenue
Alaska
$806K +$9.27K +392 +1%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$798K +$74.2K +3,216 +10%
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