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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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XHITX

XHITX Institutional Investor Snapshot (1 Funds)

Invesco Hi INC 2023 Trgt Trm

-$56.0M

Net Activity

Institutions Holding

1

Popularity Rank

#21085

Avg Weight

0.00%

Total Value

$141.8K

Ownership Trend

1 institutions currently hold XHITX, with 0 net buyers and 1 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2024)

Significantly Decreased

Based on recent trading activity

Net Selling Institutions

1

Net Buying Institutions

0

Key Holders

Key Holders

Top 5 by Value

BR
B. Riley Wealth Advisors, Inc.
$141.8K

Top 5 by Conviction

BR
B. Riley Wealth Advisors, Inc.
0.00%
View all 1 holding institutions

Quarterly Activity

Recent Activity

+$0.0

Total Buy Value

$4.5M

Total Sell Value

New buy0
Trim0
Add0
Sold out1

0

Net Buyers

1

Net Sellers

Smart Money Convergence

XHITX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2024-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

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AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/XHITX

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

46135X108

FAQ

Who are the top institutional investors holding INVESCO HI INC 2023 TRGT TRM (XHITX)?
Major stakeholders currently include B. Riley Wealth Advisors, Inc. ($141.8K). Based on the latest 13F filings, there are a total of 1 tracked investment funds and institutions maintaining positions in XHITX.
What is the overall institutional sentiment toward XHITX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $56.0M, driven by 0 managers accumulating shares while 1 reduced their exposure.
Which institutions have been selling or reducing their XHITX positions?
In the latest period, 0 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $4.5M.
Are there any notable investors adding XHITX to their portfolios?
No tracked institutions opened new positions or added to their existing holdings in XHITX during the last reporting period.

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