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Invesco Active US Real Estate Fund
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Overview Fund Activity

51 hedge funds and large institutions have $49.6M invested in Invesco Active US Real Estate Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.52M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.95M
3
CW
3
CreativeOne Wealth
Kansas
$1.79M
4
GM
4
GeoWealth Management
Illinois
$1.25M
5
BC
5
Brio Consultants
California
$6.65M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.51M
2
Truist Financial
2
Truist Financial
North Carolina
$0
3
UWM
3
USAdvisors Wealth Management
Minnesota
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$507K
5
PAG
5
Private Advisor Group
New Jersey
$56K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$349K -$6.37K -79 -2%
UBS Group
27
UBS Group
Switzerland
$338K +$304K +3,770 +891%
IA
28
IFP Advisors
Florida
$313K +$26.5K +332 +9%
CPA
29
Capital Planning Advisors
California
$310K +$310K +3,843 New
FAAS
30
First Allied Advisory Services
California
$304K +$27.4K +340 +10%
MNBTD
31
Moody National Bank Trust Division
Texas
$301K +$301K +3,729 New
CFO
32
CVA Family Office
Colorado
$272K -$33.8K -420 -11%
OFG
33
Omega Financial Group
California
$228K – – –
GWM
34
Geneos Wealth Management
Colorado
$224K -$3.89K -50 -2%
DAS
35
Dynamic Advisor Solutions
Arizona
$221K +$221K +2,739 New
RFN
36
RDA Financial Network
Iowa
$220K +$220K +2,727 New
SWM
37
Sculati Wealth Management
Michigan
$209K +$209K +2,592 New
WA
38
WBH Advisory
Maryland
$208K +$208K +2,588 New
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$202K – – –
Morgan Stanley
40
Morgan Stanley
New York
$111K -$59K -733 -35%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$90K +$723 +9 +0.8%
SFS
42
Sowell Financial Services
Arkansas
$86K -$175K -2,185 -67%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$81K +$81 +1 +0.1%
PAG
44
Private Advisor Group
New Jersey
$56K -$1.71M -21,226 -97%
CAGAS
45
Capital Advisory Group Advisory Services
Minnesota
$43K – – –
CAN
46
Cetera Advisor Networks
California
$38K +$38K +475 New
AIP
47
Ameritas Investment Partners
Nebraska
$35K +$35K +445 New
CFGS
48
Concourse Financial Group Securities
Alabama
$24K – – –
FHA
49
Flagship Harbor Advisors
Massachusetts
$22K – – –
OPS
50
Orion Portfolio Solutions
Nebraska
$6K -$1.77K -23 -23%
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