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InvenTrust Properties

245 hedge funds and large institutions have $888M invested in InvenTrust Properties in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

759% more call options, than puts

Call options by funds: $438K | Put options by funds: $51K

90% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 40

16% more funds holding

Funds holding: 212245 (+33)

10% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 60

7.72% more ownership

Funds ownership: 43.37%51.1% (+7.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $897M → $888M (-$9.26M)

Holders
245
Holders Change
+33
Holders Change %
+15.57%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
76
Increased
66
Reduced
60
Closed
40
Calls
$438K
Puts
$51K
Net Calls
+$387K
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
CoreCap Advisors
Michigan
$55K +$62.7K +2,144 New
APA
177
American Portfolios Advisors
New York
$54.9K -$18K -616 -22%
RGF
178
Retirement Guys Formula
Ohio
$53K
HFS
179
Hantz Financial Services
Michigan
$51K -$8.63K -295 -13%
SOW
180
State of Wyoming
Wyoming
$49K -$36.6K -1,251 -40%
CFD
181
Creative Financial Designs
Indiana
$41K +$146 +5 +0.3%
MIFH
182
Migdal Insurance & Financial Holdings
Israel
$41K +$44.5K +1,520 +1,788%
BWM
183
BerganKDV Wealth Management
Minnesota
$41K +$46.3K +1,584 New
TSWM
184
Tyler-Stone Wealth Management
Ohio
$39K +$44.6K +1,526 New
AP
185
Atwood & Palmer
Missouri
$38K
MCC
186
Money Concepts Capital
Florida
$38K +$19.4K +662 +83%
PA
187
Parallel Advisors
California
$34K
MCM
188
MV Capital Management
Maryland
$31K
PMFA
189
Plante Moran Financial Advisors
Michigan
$30K
BBPWM
190
Blue Bell Private Wealth Management
Pennsylvania
$27K
EL
191
EMFO LLC
Florida
$26K
WAS
192
Winch Advisory Services
Wisconsin
$26K +$205 +7 +0.7%
TWM
193
Tradition Wealth Management
Minnesota
$25K
CWM
194
Cranbrook Wealth Management
Michigan
$22K
GRP
195
Global Retirement Partners
California
$19K
SPIA
196
Steward Partners Investment Advisory
New York
$16K
HI
197
Hudock Inc
Pennsylvania
$16K +$29 +1 +0.2%
HF
198
Halpern Financial
Virginia
$15.9K +$18K +616 New
BWA
199
BDO Wealth Advisors
Florida
$15K
AF
200
Advisornet Financial
Minnesota
$14K -$1.04M -35,703 -98%

IVT Hedge Fund Activity: Q2 2022 in Review

245 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q2 2022, worth a combined $888M — down 1% from $897M a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IVT positions and 40 closed out — a net gain of 36 holders — while 66 added to existing stakes and 60 trimmed.

The largest buyer was Vanguard Group, adding an estimated $116M. The largest seller was Principal Financial Group, cutting an estimated $65.3M.

  • 245 institutional investors held InvenTrust Properties (IVT) as of Q2 2022, up from 212 in Q1 2022.
  • Funds reported $888M of InvenTrust Properties stock for Q2 2022, down 1% quarter-over-quarter.
  • 76 funds opened new InvenTrust Properties positions in Q2 2022 and 40 closed out, a net change of +36 holders.
  • The largest InvenTrust Properties buyer in Q2 2022 was Vanguard Group, an estimated $116M added.
  • The largest InvenTrust Properties seller in Q2 2022 was Principal Financial Group, an estimated $65.3M sold.

Based on aggregated 13F filings for Q2 2022.