IVT icon

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 %
AWA
101
Arkadios Wealth Advisors
Georgia
$249K +$249K +9,137 New
SG Americas Securities
102
SG Americas Securities
New York
$245K +$245K +9,000 New
HSBC Holdings
103
HSBC Holdings
United Kingdom
$236K +$236K +8,646 New
IAIM
104
International Assets Investment Management
Florida
$231K +$231K +8,470 New
SWIM
105
Smallwood Wealth Investment Management
New Jersey
$229K +$229K +8,400 New
SA
106
Stewardship Advisors
Pennsylvania
$229K +$229K +8,416 New
MML Investors Services
107
MML Investors Services
Massachusetts
$227K +$227K +8,323 New
RCS
108
Retirement Capital Strategies
California
$226K +$226K +8,283 New
CA
109
Crumly & Associates
Illinois
$219K +$219K +8,422 New
APW
110
Austin Private Wealth
Texas
$212K +$212K +7,787 New
DBRC
111
D.B. Root & Company
Pennsylvania
$212K +$212K +7,805 New
XT
112
XTX Topco
Cayman Islands
$211K +$211K +7,752 New
HT
113
HighTower Trust
Texas
$210K +$210K +7,707 New
GC
114
Guggenheim Capital
Illinois
$207K +$207K +7,586 New
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$203K +$203K +7,450 New
WCG
116
Weaver Consulting Group
California
$202K +$202K +7,412 New
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$184K +$184K +6,709 New
BAM
118
Belpointe Asset Management
Nevada
$155K +$155K +5,659 New
IA
119
IFP Advisors
Florida
$153K +$12K +444 +9%
VanEck Associates
120
VanEck Associates
New York
$152K +$152K +5,575 New
CF
121
Centaurus Financial
California
$142K +$142K +5,195 New
US Bancorp
122
US Bancorp
Minnesota
$138K +$138K +5,067 New
AIP
123
Ahrens Investment Partners
Louisiana
$102K +$102K +3,748 New
BA
124
Bellwether Advisors
Nebraska
$92K +$92K +3,376 New
GFPC
125
Global Financial Private Client
Florida
$91.8K +$60.8K +2,229 +196%
3 4
5
6 7