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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
+$8.18M
2
MIIM
Mesirow Institutional Investment Management
Illinois
+$5.74M
3
Millennium Management
Millennium Management
New York
+$4.12M
4
EWM
Executive Wealth Management
Michigan
+$3.16M
5
GC
Guggenheim Capital
Illinois
+$3.11M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$9.73M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$3.72M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$1.61M
4
First Trust Advisors
First Trust Advisors
Illinois
-$1.59M
5
SG Americas Securities
SG Americas Securities
New York
-$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGF
176
Retirement Guys Formula
Ohio
$47K – – –
BTI
177
Blue Trust Inc
Georgia
$46K -$25.5K -1,202 -36%
AAG
178
Armstrong Advisory Group
Massachusetts
$40.4K +$40.4K +1,707 New
GRP
179
Global Retirement Partners
California
$39K +$21.3K +900 +120%
TWM
180
Tradition Wealth Management
Minnesota
$39K – – –
AWM
181
Accurate Wealth Management
Florida
$38.6K +$38.6K +1,653 New
WWP
182
WR Wealth Planners
Missouri
$38.6K +$38.6K +1,632 New
CFD
183
Creative Financial Designs
Indiana
$37.5K +$142 +6 +0.4%
TSWM
184
Tyler-Stone Wealth Management
Ohio
$37K +$240 +10 +0.7%
AP
185
Atwood & Palmer
Missouri
$34.9K – – –
US Bancorp
186
US Bancorp
Minnesota
$32.5K -$7.24K -306 -18%
NA
187
NewEdge Advisors
Louisiana
$32.2K +$32.2K +5,912 New
TRCT
188
Tower Research Capital (TRC)
New York
$32K -$112K -4,821 -78%
PA
189
Parallel Advisors
California
$31.6K – – –
MIFH
190
Migdal Insurance & Financial Holdings
Israel
$29K -$5.97K -256 -17%
CAS
191
Coppell Advisory Solutions
Texas
$28.8K +$28.8K +1,217 New
CASC
192
Coppell Advisory Solutions Corp
Texas
$28.8K +$28.8K +1,217 New
PMFA
193
Plante Moran Financial Advisors
Michigan
$27.8K – – –
SWM
194
Spire Wealth Management
Virginia
$27K +$7.2K +309 +36%
RFS
195
Retirement Financial Solutions
Tennessee
$26.7K +$26.7K +1,130 New
WAS
196
Winch Advisory Services
Wisconsin
$24K +$210 +9 +0.9%
EL
197
EMFO LLC
Florida
$23.7K – – –
AF
198
Affiance Financial
Minnesota
$23.1K +$23.1K +975 New
EWA
199
EverSource Wealth Advisors
Alabama
$15.8K +$8.62K +364 +120%
S
200
SignatureFD
Georgia
$15.6K +$3.6K +152 +30%
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