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InvenTrust Properties
IVT

199 hedge funds and large institutions have $679M invested in InvenTrust Properties in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

34.93% more ownership

Funds ownership: 0% → 34.93% (+35%)

12% less call options, than puts

Call options by funds: $318K | Put options by funds: $363K

Holders
199
Holders Change
+199
Holders Change %
–
% 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
199
Increased
–
Reduced
–
Closed
–
Calls
$318K
Puts
$363K
Net Calls
-$45K
Net Calls Change
-$45K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$139M
2
Principal Financial Group
Principal Financial Group
Iowa
+$106M
3
BlackRock
BlackRock
New York
+$59.5M
4
State Street
State Street
Massachusetts
+$27.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$24.9M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
101
Arkadios Wealth Advisors
Georgia
$249K +$231K +9,137 New
SG Americas Securities
102
SG Americas Securities
New York
$245K +$227K +9,000 New
IFG
103
Independent Financial Group
California
$242K +$224K +8,863 New
HSBC Holdings
104
HSBC Holdings
United Kingdom
$236K +$218K +8,646 New
IAIM
105
International Assets Investment Management
Florida
$231K +$214K +8,470 New
SWIM
106
Smallwood Wealth Investment Management
New Jersey
$229K +$212K +8,400 New
SA
107
Stewardship Advisors
Pennsylvania
$229K +$212K +8,416 New
MML Investors Services
108
MML Investors Services
Massachusetts
$227K +$210K +8,323 New
RCS
109
Retirement Capital Strategies
California
$226K +$209K +8,283 New
CA
110
Crumly & Associates
Illinois
$219K +$213K +8,422 New
APW
111
Austin Private Wealth
Texas
$212K +$197K +7,787 New
DBRC
112
D.B. Root & Company
Pennsylvania
$212K +$197K +7,805 New
XT
113
XTX Topco
Cayman Islands
$211K +$196K +7,752 New
HT
114
HighTower Trust
Texas
$210K +$195K +7,707 New
GC
115
Guggenheim Capital
Illinois
$207K +$191K +7,586 New
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$203K +$188K +7,450 New
WCG
117
Weaver Consulting Group
California
$202K +$187K +7,412 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$184K +$169K +6,709 New
BAM
119
Belpointe Asset Management
Nevada
$155K +$143K +5,659 New
IA
120
IFP Advisors
Florida
$153K +$142K +5,645 New
VanEck Associates
121
VanEck Associates
New York
$152K +$141K +5,575 New
CF
122
Centaurus Financial
California
$142K +$131K +5,195 New
US Bancorp
123
US Bancorp
Minnesota
$138K +$128K +5,067 New
AIP
124
Ahrens Investment Partners
Louisiana
$102K +$94.6K +3,748 New
BA
125
Bellwether Advisors
Nebraska
$92K +$85.2K +3,376 New
3 4
5
6 7

IVT Hedge Fund Activity: Q4 2021 in Review

199 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q4 2021, worth a combined $679M.

Buyers outnumbered sellers: 199 funds opened new IVT positions and 0 closed out — a net gain of 199 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $139M.

  • 199 institutional investors held InvenTrust Properties (IVT) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $679M of InvenTrust Properties stock for Q4 2021.
  • 199 funds opened new InvenTrust Properties positions in Q4 2021 and 0 closed out, a net change of +199 holders.
  • The largest InvenTrust Properties buyer in Q4 2021 was Vanguard Group, an estimated $139M added.

Based on aggregated 13F filings for Q4 2021.