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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
RPCONE
151
Retirement Planning Company of New England
Rhode Island
$21K +$19.6K +778 New
FEG
152
Financial Enhancement Group
Indiana
$18K +$16.6K +658 New
SPIA
153
Steward Partners Investment Advisory
New York
$17K +$15.7K +622 New
HI
154
Hudock Inc
Pennsylvania
$17K +$16.1K +638 New
SF
155
SBK Financial
Virginia
$16K +$14.9K +590 New
CTC
156
Central Trust Company
Missouri
$16K +$15.1K +600 New
LWANC
157
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K +$14.3K +566 New
S
158
SignatureFD
Georgia
$14K +$12.8K +509 New
NC
159
NewSquare Capital
Pennsylvania
$13K +$12K +477 New
GWA
160
Gibson Wealth Advisors
Texas
$13K +$12.1K +481 New
M1FG
161
Mach-1 Financial Group
Arkansas
$13K +$12.8K +507 New
BC
162
Burleson & Co
California
$12K +$11.1K +439 New
RG
163
Retirement Group
California
$11K +$9.87K +391 New
SSB
164
Sandy Spring Bank
Maryland
$11K +$9.92K +393 New
PFBT
165
Parkside Financial Bank & Trust
Missouri
$11K +$10.3K +407 New
Daiwa Securities Group
166
Daiwa Securities Group
Japan
$10K +$8.91K +353 New
SFA
167
Semmax Financial Advisors
North Carolina
$10K +$8.91K +353 New
PWMG
168
Prestige Wealth Management Group
New Jersey
$10K +$9.39K +372 New
GWSG
169
GPS Wealth Strategies Group
Colorado
$10K +$9.72K +385 New
GWMIA
170
Global Wealth Management Investment Advisory
Florida
$9K +$7.88K +312 New
PPWM
171
PFG Private Wealth Management
Florida
$9K +$8.18K +324 New
LPWM
172
Lake Point Wealth Management
Texas
$8K +$7.4K +293 New
CCM
173
Cribstone Capital Management
Maine
$7K +$6.31K +250 New
TWA
174
TCI Wealth Advisors
Arizona
$7K +$6.31K +250 New
SIC
175
Salem Investment Counselors
North Carolina
$7K +$6.49K +257 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.