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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

52 hedge funds and large institutions have $26M invested in Invesco Active US Real Estate Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIM
1
Glenmede Investment Management
Pennsylvania
$546K
2
BC
2
Brio Consultants
California
$489K
3
Citadel Advisors
3
Citadel Advisors
Florida
$641K
4
AO
4
Advisor OS
Illinois
$548K
5
FTUS
5
Flow Traders U.S.
New York
$210K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$180K
2
LPL Financial
2
LPL Financial
California
$1.69M
3
AFA
3
AA Financial Advisors
Ohio
$783K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.02M
5
GS
5
GWN Securities
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.71M 29,684 -2,524 -8%
Morgan Stanley
2
Morgan Stanley
New York
$2.02M 22,071 -4,282 -16%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.79M 19,655 +2,090 +12%
AAS
4
Avantax Advisory Services
Texas
$1.71M 18,686 +9 +0%
LPL Financial
5
LPL Financial
California
$1.69M 18,543 -5,889 -24%
Raymond James Financial
6
Raymond James Financial
Florida
$1.34M 14,644 +382 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.17M 12,833 -1,171 -8%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.03M 11,349 -32 -0.3%
SFC
9
Strategic Financial Concepts
Texas
$1.02M 11,213 -162 -1%
TRCT
10
Tower Research Capital (TRC)
New York
$846K 9,269 -1,493 -14%
MHWM
11
Montz Harcus Wealth Management
Louisiana
$804K 8,802 +521 +6%
HAS
12
HBW Advisory Services
California
$783K 8,577 -2,083 -20%
AFA
13
AA Financial Advisors
Ohio
$783K 8,576 -5,760 -40%
Citadel Advisors
14
Citadel Advisors
Florida
$641K 7,017 +3,796 +118%
AO
15
Advisor OS
Illinois
$548K 6,005 +3,715 +162%
GIM
16
Glenmede Investment Management
Pennsylvania
$546K 5,975 +5,975 New
SPIA
17
Steward Partners Investment Advisory
New York
$537K 5,884 +56 +1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$533K 5,832 +770 +15%
BC
19
Brio Consultants
California
$489K 5,354 +5,354 New
AIP
20
Ameritas Investment Partners
Nebraska
$459K 5,027 -59 -1%
MFG
21
Merit Financial Group
Georgia
$458K 5,018 +21 +0.4%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$405K 4,458 +376 +9%
Goldman Sachs
23
Goldman Sachs
New York
$355K 3,889 -10 -0.3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$323K 3,541 +80 +2%
GWM
25
Geneos Wealth Management
Colorado
$295K 3,230 -2,856 -47%
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