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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
HFS
201
Heritage Financial Services
Massachusetts
$14K +$16.6K +567 New
FEG
202
Financial Enhancement Group
Indiana
$13K
S
203
SignatureFD
Georgia
$13K
TC
204
Truvestments Capital
Florida
$13K +$14.9K +509 New
Simplex Trading
205
Simplex Trading
Illinois
$13K +$15.1K +517 New
VVP
206
Venture Visionary Partners
Ohio
$12.7K +$14.4K +492 New
M1FG
207
Mach-1 Financial Group
Arkansas
$12K
BC
208
Burleson & Co
California
$11K
MA
209
MCF Advisors
Kentucky
$11K
S
210
Surevest
California
$11K +$13K +443 New
SCA
211
Stonebridge Capital Advisors
Minnesota
$10K -$3.86K -132 -25%
PFBT
212
Parkside Financial Bank & Trust
Missouri
$10K
PWMG
213
Prestige Wealth Management Group
New Jersey
$10K
SFA
214
Semmax Financial Advisors
North Carolina
$10K +$10.3K +353 New
GWSG
215
GPS Wealth Strategies Group
Colorado
$10K +$11.3K +385 New
BCM
216
Blume Capital Management
California
$9K +$2.78K +95 +37%
EWA
217
EverSource Wealth Advisors
Alabama
$8K -$47.7K -1,629 -84%
LPWM
218
Lake Point Wealth Management
Texas
$8K
WTA
219
Washington Trust Advisors
Massachusetts
$8K
FCAS
220
First Command Advisory Services
Texas
$8K +$8.89K +304 New
CI
221
CX Institutional
Indiana
$8K +$8.92K +305 New
ADL
222
Asset Dedication LLC
California
$7K
SIC
223
Salem Investment Counselors
North Carolina
$7K
BIA
224
Bell Investment Advisors
California
$7K +$7.58K +259 New
TWA
225
TCI Wealth Advisors
Arizona
$6K

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.