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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
-$718K
2
ATPW
Ashton Thomas Private Wealth
Arizona
-$243K
3
BC
Bartlett & Co
Ohio
-$20K
4
BCWM
Bartlett & Co Wealth Management
Ohio
-$20K
5
HFS
HBC Financial Services
Washington
-$7.27K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
126
Tradition Wealth Management
Minnesota
$89K +$89K +3,277 New
TSWM
127
Tyler-Stone Wealth Management
Ohio
$86K +$86K +3,147 New
HFS
128
Hantz Financial Services
Michigan
$79K +$79K +2,887 New
ME
129
McIlrath & Eck
Washington
$79K +$79K +2,906 New
Bank of America
130
Bank of America
North Carolina
$70K +$70K +2,583 New
CA
131
CoreCap Advisors
Michigan
$67K +$67K +2,447 New
DWP
132
Destiny Wealth Partners
Florida
$62K +$62K +2,270 New
AWM
133
Avior Wealth Management
Nebraska
$61K +$61K +2,257 New
APA
134
American Portfolios Advisors
New York
$59.1K +$59.1K +2,167 New
NFG
135
Next Financial Group
Texas
$57K +$57K +2,061 New
EWA
136
EverSource Wealth Advisors
Alabama
$53K +$53K +1,933 New
TC
137
TAP Consulting
Missouri
$45K +$45K +1,641 New
SOW
138
State of Wyoming
Wyoming
$43K +$43K +1,586 New
AP
139
Atwood & Palmer
Missouri
$40K +$40K +1,476 New
MIFH
140
Migdal Insurance & Financial Holdings
Israel
$34K +$34K +1,205 New
MCM
141
MV Capital Management
Maryland
$33K +$33K +1,196 New
PMFA
142
Plante Moran Financial Advisors
Michigan
$32K +$32K +1,176 New
AHIA
143
Andrew Hill Investment Advisors
Florida
$31K +$31K +1,166 New
CAL
144
Capital Advisors Ltd
Ohio
$30K +$30K +1,100 New
WAS
145
Winch Advisory Services
Wisconsin
$27K +$27K +1,000 New
EL
146
EMFO LLC
Florida
$27K +$27K +1,000 New
NFSG
147
Newbridge Financial Services Group
Florida
$26K +$26K +1,088 New
CWM
148
Cranbrook Wealth Management
Michigan
$24K +$24K +871 New
BWA
149
BDO Wealth Advisors
Florida
$23K +$23K +837 New
RPCONE
150
Retirement Planning Company of New England
Rhode Island
$21K +$21K +778 New
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