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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

43 hedge funds and large institutions have $64.3M invested in Invesco Active US Real Estate Fund in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+9
Holders Change %
+26.47%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
19
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWAC
1
Laurel Wealth Advisors (California)
California
$4.14M
2
NCM
2
Niemann Capital Management
Nevada
$2.44M
3
Truist Financial
3
Truist Financial
North Carolina
$1.75M
4
AAS
4
Avantax Advisory Services
Texas
$1.37M
5
FHC
5
First Heartland Consultants
Missouri
$1.48M

Top Sellers

1
BFG
1
Barber Financial Group
Kansas
$14.6M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.04M
3
LPL Financial
3
LPL Financial
California
$1.86M
4
KM
4
Kalos Management
Georgia
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
26
Centaurus Financial
California
$599K +$8.72K +91 +1%
CFO
27
CVA Family Office
Colorado
$458K +$458K +4,781 New
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$335K – – –
IA
29
IFP Advisors
Florida
$328K -$382 -4 -0.1%
MNBTD
30
Moody National Bank Trust Division
Texas
$264K – – –
WA
31
WBH Advisory
Maryland
$247K – – –
GWM
32
Geneos Wealth Management
Colorado
$241K +$234K +2,471 +3,581%
CPA
33
Capital Planning Advisors
California
$228K +$4.8K +50 +2%
SFS
34
Sowell Financial Services
Arkansas
$206K +$155K +1,620 +306%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$96K +$96 +1 +0.1%
PCIA
36
Prime Capital Investment Advisors
Kansas
$61K +$61K +639 New
CFGS
37
Concourse Financial Group Securities
Alabama
$29K +$29K +300 New
FHA
38
Flagship Harbor Advisors
Massachusetts
$27K – – –
ASN
39
Advisory Services Network
Georgia
$17K +$17K +177 New
AA
40
Advisory Alpha
Michigan
$13K – – –
CIAS
41
Capital Investment Advisory Services
North Carolina
$5K – – –
RFM
42
Royal Fund Management
Florida
$4K +$4K +52 New
EW
43
Evoke Wealth
California
$546 +$546 +33 New
KM
44
Kalos Management
Georgia
– -$775K -8,245 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$775K -8,094 Closed
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