IVT icon

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 %
ADL
176
Asset Dedication LLC
California
$7K +$7K +262 New
Asset Management One
177
Asset Management One
Japan
$7K +$7K +271 New
SCA
178
Snowden Capital Advisors
New York
$7K +$7K +288 New
LAS
179
Lloyd Advisory Services
Georgia
$6K – – –
GAM
180
Gemmer Asset Management
California
$6K +$6K +202 New
AAP
181
Arax Advisory Partners
Colorado
$5K +$5K +173 New
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$5K +$5K +175 New
APC
183
Aspire Private Capital
North Carolina
$5K +$5K +182 New
FF
184
FourThought Financial
Florida
$5K +$5K +200 New
SCA
185
Stonebridge Capital Advisors
Minnesota
$5K +$5K +200 New
TAM
186
Tucker Asset Management
Colorado
$4.06K – – –
WAM
187
WFA Asset Management
Wisconsin
$4.04K +$4.04K +148 New
AWM
188
Accel Wealth Management
Iowa
$4K +$4K +141 New
AFG
189
Albion Financial Group
Utah
$4K +$4K +161 New
HFS
190
HBC Financial Services
Washington
$3K -$7.27K -354 -71%
AA
191
Ancora Advisors
Ohio
$3K -$2.11K -66 -41%
S
192
Surevest
California
$3K +$3K +99 New
CA
193
Centerpoint Advisors
Massachusetts
$3K +$3K +100 New
MFT
194
Moisand Fitzgerald Tamayo
Florida
$2K +$2K +67 New
EVM
195
Eaton Vance Management
Massachusetts
$2K +$2K +70 New
TFGT
196
TS Financial Group (TSFG)
Illinois
$2K +$2K +80 New
IFAM
197
Institutional & Family Asset Management
Colorado
$2K +$2K +82 New
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$2K +$2K +86 New
MAM
199
Mystic Asset Management
Rhode Island
$2K +$2K +100 New
ATPW
200
Ashton Thomas Private Wealth
Arizona
– -$243K -8,393 Closed
5 6 7
8
9