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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
$17.4M
2
MIIM
Mesirow Institutional Investment Management
Illinois
$5.74M
3
Millennium Management
Millennium Management
New York
$4.12M
4
EWM
Executive Wealth Management
Michigan
$3.23M
5
GC
Guggenheim Capital
Illinois
$5.35M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$56.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.59M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.56M
4
First Trust Advisors
First Trust Advisors
Illinois
$1.1M
5
SG Americas Securities
SG Americas Securities
New York
$317K
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
201
One Wealth Advisors
California
$15.3K +$15.3K +648 New
HGERS
202
Householder Group Estate & Retirement Specialist
Arizona
$15K – – –
SPIA
203
Steward Partners Investment Advisory
New York
$14.7K – – –
HF
204
Halpern Financial
Virginia
$14.6K – – –
Fidelity Investments
205
Fidelity Investments
Massachusetts
$14.6K -$3.39K -143 -19%
CWM
206
Cranbrook Wealth Management
Michigan
$14K -$6.63K -280 -32%
BWA
207
BDO Wealth Advisors
Florida
$13.8K – – –
BC
208
Burleson & Co
California
$10.5K +$95 +4 +0.9%
HWP
209
Highline Wealth Partners
California
$9.76K +$95 +4 +1%
MA
210
MCF Advisors
Kentucky
$9.71K – – –
SFA
211
Semmax Financial Advisors
North Carolina
$9K – – –
RFG
212
RFP Financial Group
Georgia
$8.4K +$8.4K +355 New
VF
213
VitalStone Financial
Texas
$8K +$8K +320 New
WTA
214
Washington Trust Advisors
Massachusetts
$7.62K – – –
Dimensional Fund Advisors
215
Dimensional Fund Advisors
Texas
$7.09K +$2.47K +104,507 +54%
NC
216
NewSquare Capital
Pennsylvania
$6.98K – – –
CA
217
Clearstead Advisors
Ohio
$6.79K +$6.79K +287 New
RWPA
218
Richard W. Paul & Associates
Michigan
$6.75K +$6.75K +285 New
BCM
219
Blume Capital Management
California
$6.15K -$2.25K -95 -27%
SIC
220
Salem Investment Counselors
North Carolina
$6.14K – – –
ADL
221
Asset Dedication LLC
California
$6K – – –
TWA
222
TCI Wealth Advisors
Arizona
$5.92K – – –
SWA
223
SOA Wealth Advisors
New York
$5.68K – – –
MCM
224
MV Capital Management
Maryland
$5.52K – – –
SCA
225
Stonebridge Capital Advisors
Minnesota
$4.73K – – –
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