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Invesco Active US Real Estate Fund

44 hedge funds and large institutions have $37.4M invested in Invesco Active US Real Estate Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-7
Holders Change %
-13.73%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MNBTD
26
Moody National Bank Trust Division
Texas
$282K -$20.6K -254 -7%
DAS
27
Dynamic Advisor Solutions
Arizona
$277K +$54.6K +672 +25%
WAS
28
Wealth Advisory Solutions
Indiana
$262K -$2.18M -26,886 -89%
RJA
29
Raymond James & Associates
Florida
$238K -$1.92M -23,737 -89%
OFG
30
Omega Financial Group
California
$231K +$1.78K +22 +0.8%
WA
31
WBH Advisory
Maryland
$210K
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$203K
CA
33
Cambridge Advisors
Nebraska
$202K +$202K +2,490 New
CFO
34
CVA Family Office
Colorado
$182K -$91.6K -1,130 -33%
UBS Group
35
UBS Group
Switzerland
$168K -$172K -2,122 -51%
GWM
36
Geneos Wealth Management
Colorado
$154K -$73.9K -933 -32%
Morgan Stanley
37
Morgan Stanley
New York
$106K -$6.18K -76 -6%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$91K +$965 +12 +1%
SFS
39
Sowell Financial Services
Arkansas
$52K -$35.4K -434 -40%
CAGAS
40
Capital Advisory Group Advisory Services
Minnesota
$43K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$42K -$38.2K -476 -48%
AIP
42
Ameritas Investment Partners
Nebraska
$36K
CFGS
43
Concourse Financial Group Securities
Alabama
$24K
FHA
44
Flagship Harbor Advisors
Massachusetts
$22K
IBOK
45
Independence Bank of Kentucky
Kentucky
$8K +$8K +100 New
LWAC
46
Laurel Wealth Advisors (California)
California
-$2.39M -29,663 Closed
SPC
47
Sigma Planning Corp
Michigan
-$1.36M -16,909 Closed
CFD
48
Creative Financial Designs
Indiana
-$837K -10,379 Closed
CF
49
Centaurus Financial
California
-$817K -10,131 Closed
CPA
50
Capital Planning Advisors
California
-$310K -3,843 Closed