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Invesco Active US Real Estate Fund
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Overview Fund Activity

50 hedge funds and large institutions have $39.4M invested in Invesco Active US Real Estate Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
18
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
CreativeOne Wealth
Kansas
$6.95M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.21M
3
LPL Financial
LPL Financial
California
$1.27M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$304K
5
BAM
Belpointe Asset Management
Nevada
$304K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$508K
2
Osaic Holdings
Osaic Holdings
Arizona
$2.07M
3
Goldman Sachs
Goldman Sachs
New York
$753K
4
Wells Fargo
Wells Fargo
California
$413K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$328K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Belpointe Asset Management
Nevada
$304K +$304K +3,504 New
MNBTD
27
Moody National Bank Trust Division
Texas
$300K -$1.56K -18 -0.5%
IA
28
IFP Advisors
Florida
$287K -$114K -1,310 -28%
WAS
29
Wealth Advisory Solutions
Indiana
$264K -$16.9K -195 -6%
GWM
30
Geneos Wealth Management
Colorado
$263K +$79.9K +848 +44%
RJA
31
Raymond James & Associates
Florida
$255K – – –
WA
32
WBH Advisory
Maryland
$226K – – –
KAS
33
Kestra Advisory Services
Texas
$225K +$225K +2,621 New
CA
34
Cambridge Advisors
Nebraska
$219K +$2.26K +26 +1%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$217K – – –
OFG
36
Omega Financial Group
California
$207K -$40.6K -467 -16%
CFO
37
CVA Family Office
Colorado
$195K – – –
TRCT
38
Tower Research Capital (TRC)
New York
$163K -$200K -2,305 -55%
SFS
39
Sowell Financial Services
Arkansas
$55K – – –
AIP
40
Ameritas Investment Partners
Nebraska
$38K – – –
CAGAS
41
Capital Advisory Group Advisory Services
Minnesota
$37K -$8.61K -100 -19%
SIM
42
Sonora Investment Management
Arizona
$36K +$36K +417 New
CFGS
43
Concourse Financial Group Securities
Alabama
$26K – – –
COCM
44
Charter Oak Capital Management
New Hampshire
$22K +$22K +250 New
William Blair & Company
45
William Blair & Company
Illinois
$16K +$16K +186 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$14K -$33K -368 -70%
AWA
47
Arkadios Wealth Advisors
Georgia
$10K +$10K +118 New
IBOK
48
Independence Bank of Kentucky
Kentucky
$9K – – –
UBS Group
49
UBS Group
Switzerland
$6K -$164K -1,998 -96%
AA
50
Addison Advisors
Vermont
$6K +$6K +64 New
1
2
3