IVT icon

InvenTrust Properties
IVT

Overview Fund Activity

288 hedge funds and large institutions have $1.09B invested in InvenTrust Properties in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 76 increasing their positions, 109 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
47
Increased
76
Reduced
109
Closed
29
Calls
$2.97M
Puts
$447K
Net Calls
+$2.53M
Net Calls Change
+$2.09M

Top Buyers

1
VLKIM
1
Van Lanschot Kempen Investment Management
Netherlands
$11.9M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$68.7M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$8.25M
4
Prudential Financial
4
Prudential Financial
New Jersey
$18.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$8.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.4M
2
MIIM
2
Mesirow Institutional Investment Management
Illinois
$0
3
State Street
3
State Street
Massachusetts
$64.8M
4
TAM
4
Third Avenue Management
New York
$4.71M
5
Millennium Management
5
Millennium Management
New York
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
151
ProShare Advisors
Maryland
$314K +$24.7K +961 +9%
SO
152
STRS Ohio
Ohio
$313K -$43.6K -1,700 -12%
JF
153
Jump Financial
Illinois
$311K -$156K -6,069 -33%
Aberdeen Group
154
Aberdeen Group
United Kingdom
$309K -$12.6K -489 -4%
BHCM
155
Brevan Howard Capital Management
Jersey
$308K +$308K +11,969 New
CIM
156
Cambria Investment Management
California
$308K -$23.1K -898 -7%
SMDAM
157
Sumitomo Mitsui DS Asset Management
Japan
$305K – – –
CFGS
158
Concourse Financial Group Securities
Alabama
$302K -$50.5K -1,948 -14%
VCA
159
Verdence Capital Advisors
Maryland
$297K – – –
IAIM
160
International Assets Investment Management
Florida
$294K +$294K +11,776 New
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$285K – – –
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$284K +$284K +11,048 New
WA
163
Wealthstar Advisors
Texas
$275K -$11.2K -435 -4%
IWC
164
Integrated Wealth Concepts
Massachusetts
$274K -$14.4K -561 -5%
CW
165
CreativeOne Wealth
Kansas
$269K -$8.54K -332 -3%
JWCA
166
J.W. Cole Advisors
Florida
$261K -$23.5K -914 -8%
CWM
167
CarsonAllaria Wealth Management
Illinois
$253K +$1.29K +50 +0.5%
VanEck Associates
168
VanEck Associates
New York
$251K +$5.74K +223 +2%
LCM
169
Lazari Capital Management
California
$247K -$12.2K -473 -5%
SWIM
170
Smallwood Wealth Investment Management
New Jersey
$246K +$129 +5 +0.1%
SW
171
SkyOak Wealth
Michigan
$245K – – –
SWP
172
Stratos Wealth Partners
Ohio
$236K -$1.13K -44 -0.5%
VA
173
Vident Advisory
Georgia
$233K -$85.8K -3,339 -27%
PI
174
PFG Investments
New York
$233K +$233K +9,072 New
EWM
175
Executive Wealth Management
Michigan
$232K – – –
5 6
7
8 9