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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 %
HIS
126
Harvest Investment Services
Illinois
$297K -$87.6K -3,701 -23%
CIM
127
Cambria Investment Management
California
$288K +$288K +12,186 New
SWIM
128
Smallwood Wealth Investment Management
New Jersey
$287K -$39K -1,647 -12%
Aberdeen Group
129
Aberdeen Group
United Kingdom
$286K -$75.4K -3,186 -21%
JFGLC
130
Johnson Financial Group LLC (Colorado)
Colorado
$284K – – –
T. Rowe Price Associates
131
T. Rowe Price Associates
Maryland
$280K +$21.4K +905 +8%
CW
132
CreativeOne Wealth
Kansas
$278K +$278K +11,739 New
VCA
133
Verdence Capital Advisors
Maryland
$274K – – –
AWA
134
Arkadios Wealth Advisors
Georgia
$264K +$26.6K +1,122 +11%
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$262K – – –
JWCA
136
J.W. Cole Advisors
Florida
$261K +$994 +42 +0.4%
Two Sigma Advisers
137
Two Sigma Advisers
New York
$251K +$251K +10,600 New
American Century Companies
138
American Century Companies
Missouri
$249K +$249K +10,537 New
VIA
139
Vident Investment Advisory
Georgia
$245K +$3.03K +128 +1%
HT
140
HighTower Trust
Texas
$239K – – –
Jane Street
141
Jane Street
New York
$234K +$234K +9,865 New
RJA
142
Raymond James & Associates
Florida
$233K +$233K +9,837 New
CWM
143
CarsonAllaria Wealth Management
Illinois
$230K +$1.18K +50 +0.5%
IAG
144
Investmark Advisory Group
Connecticut
$227K -$12.8K -542 -5%
CF
145
Centaurus Financial
California
$226K +$33.8K +1,431 +18%
NF
146
Nikulski Financial
Iowa
$225K -$50.8K -2,145 -18%
Stifel Financial
147
Stifel Financial
Missouri
$220K -$12.5K -530 -5%
RG
148
Retirement Group
California
$215K +$206K +8,706 +2,227%
AO
149
Advisor OS
Illinois
$211K +$211K +8,895 New
AB
150
Amalgamated Bank
New York
$208K +$2.86K +121 +1%
4 5
6
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