We are live on ! Find out more
IVT icon

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
GFPC
126
Global Financial Private Client
Florida
$91.8K +$85K +3,369 New
TWM
127
Tradition Wealth Management
Minnesota
$89K +$82.7K +3,277 New
TSWM
128
Tyler-Stone Wealth Management
Ohio
$86K +$79.4K +3,147 New
HFS
129
Hantz Financial Services
Michigan
$79K +$72.9K +2,887 New
ME
130
McIlrath & Eck
Washington
$79K +$73.4K +2,906 New
Bank of America
131
Bank of America
North Carolina
$70K +$65.2K +2,583 New
CA
132
CoreCap Advisors
Michigan
$67K +$61.8K +2,447 New
DWP
133
Destiny Wealth Partners
Florida
$62K +$57.3K +2,270 New
AWM
134
Avior Wealth Management
Nebraska
$61K +$57K +2,257 New
APA
135
American Portfolios Advisors
New York
$59.1K +$54.7K +2,167 New
NFG
136
Next Financial Group
Texas
$57K +$52K +2,061 New
EWA
137
EverSource Wealth Advisors
Alabama
$53K +$48.8K +1,933 New
TC
138
TAP Consulting
Missouri
$45K +$41.4K +1,641 New
SOW
139
State of Wyoming
Wyoming
$43K +$40K +1,586 New
AP
140
Atwood & Palmer
Missouri
$40K +$37.3K +1,476 New
MIFH
141
Migdal Insurance & Financial Holdings
Israel
$34K +$30.4K +1,205 New
MCM
142
MV Capital Management
Maryland
$33K +$30.2K +1,196 New
PMFA
143
Plante Moran Financial Advisors
Michigan
$32K +$29.7K +1,176 New
AHIA
144
Andrew Hill Investment Advisors
Florida
$31K +$29.4K +1,166 New
CAL
145
Capital Advisors Ltd
Ohio
$30K +$27.8K +1,100 New
EL
146
EMFO LLC
Florida
$27K +$25.2K +1,000 New
WAS
147
Winch Advisory Services
Wisconsin
$27K +$25.2K +1,000 New
NFSG
148
Newbridge Financial Services Group
Florida
$26K +$27.5K +1,088 New
CWM
149
Cranbrook Wealth Management
Michigan
$24K +$22K +871 New
BWA
150
BDO Wealth Advisors
Florida
$23K +$21.1K +837 New
4 5
6
7 8

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.