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InvenTrust Properties

243 hedge funds and large institutions have $892M invested in InvenTrust Properties in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $680K | Put options by funds: $131K

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

4% more funds holding

Funds holding: 234243 (+9)

0.96% more ownership

Funds ownership: 56.87%57.82% (+0.96%)

0% more capital invested

Capital invested by funds: $889M → $892M (+$3.16M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

Holders
243
Holders Change
+9
Holders Change %
+3.85%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
80
Reduced
86
Closed
18
Calls
$680K
Puts
$131K
Net Calls
+$549K
Net Calls Change
+$51K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$93.1K +$203 +9 +0.2%
Allspring Global Investments
177
Allspring Global Investments
North Carolina
$76.6K -$562K -24,904 -88%
ME
178
McIlrath & Eck
Washington
$71.4K
PTC
179
Private Trust Company
Ohio
$69.6K +$2.23K +99 +3%
TWM
180
Tradition Wealth Management
Minnesota
$63K +$23.6K +1,047 +63%
RGF
181
Retirement Guys Formula
Ohio
$59.8K +$166K +7,358 +17%
AWM
182
Avior Wealth Management
Nebraska
$52.9K -$7.33K -325 -12%
BWS
183
Buck Wealth Strategies
Colorado
$49.4K
NFSG
184
Newbridge Financial Services Group
Florida
$48.8K -$117K -5,176 -71%
PA
185
Parallel Advisors
California
$42K +$10.8K +479 +36%
AAG
186
Armstrong Advisory Group
Massachusetts
$39.5K
GRP
187
Global Retirement Partners
California
$37.7K
TSWM
188
Tyler-Stone Wealth Management
Ohio
$36K +$35.3K +1,564 New
Fidelity Investments
189
Fidelity Investments
Massachusetts
$35.7K +$11.6K +512 +50%
TRCT
190
Tower Research Capital (TRC)
New York
$34.7K +$5.03K +223 +17%
AP
191
Atwood & Palmer
Missouri
$34.2K
MAM
192
Marquette Asset Management
Minnesota
$32.3K -$46K -2,040 -59%
HFS
193
Hantz Financial Services
Michigan
$32K -$7.17K -318 -19%
NA
194
NewEdge Advisors
Louisiana
$32K -$9.97K -442 -24%
EWA
195
EverSource Wealth Advisors
Alabama
$31.6K -$6.86K -304 -18%
BTI
196
Blue Trust Inc
Georgia
$30K -$7.42K -329 -21%
WP
197
WealthPLAN Partners
Nebraska
$28.5K -$19.8K -878 -42%
MIFH
198
Migdal Insurance & Financial Holdings
Israel
$28K -$26.9K -1,192 -50%
PMFA
199
Plante Moran Financial Advisors
Michigan
$27.2K
WAS
200
Winch Advisory Services
Wisconsin
$24K +$226 +10 +1%

IVT Hedge Fund Activity: Q2 2023 in Review

243 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q2 2023, worth a combined $892M — up 0.36% from $889M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IVT positions and 18 closed out — a net gain of 12 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $8.29M. The largest seller was Long Pond Capital, exiting entirely with an estimated $6.89M sold.

  • 243 institutional investors held InvenTrust Properties (IVT) as of Q2 2023, up from 234 in Q1 2023.
  • Funds reported $892M of InvenTrust Properties stock for Q2 2023, up 0.36% quarter-over-quarter.
  • 30 funds opened new InvenTrust Properties positions in Q2 2023 and 18 closed out, a net change of +12 holders.
  • The largest InvenTrust Properties buyer in Q2 2023 was Schonfeld Strategic Advisors, an estimated $8.29M added.
  • The largest InvenTrust Properties seller in Q2 2023 was Long Pond Capital, an estimated $6.89M sold.

Based on aggregated 13F filings for Q2 2023.