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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

50 hedge funds and large institutions have $53.6M invested in Invesco Active US Real Estate Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$4.27M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$4.04M
3
LPL Financial
3
LPL Financial
California
$4.21M
4
AC
4
Apella Capital
Connecticut
$1.54M
5
IA
5
IFP Advisors
Florida
$1.17M

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$4.35M
2
Goldman Sachs
2
Goldman Sachs
New York
$403K
3
UBS Group
3
UBS Group
Switzerland
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$977K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$403K -$495K -4,781 -55%
ARC
27
Advisor Resource Council
Texas
$399K +$399K +3,859 New
MNBTD
28
Moody National Bank Trust Division
Texas
$354K – – –
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$350K +$32K +309 +10%
RJA
30
Raymond James & Associates
Florida
$327K – – –
CA
31
Cambridge Advisors
Nebraska
$266K +$1.45K +14 +0.5%
TRCT
32
Tower Research Capital (TRC)
New York
$261K +$220K +2,126 +544%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$259K – – –
EH
34
Equitable Holdings
New York
$249K – – –
Wells Fargo
35
Wells Fargo
California
$244K -$140K -1,349 -36%
WAS
36
Wealth Advisory Solutions
Indiana
$244K +$244K +2,357 New
CFO
37
CVA Family Office
Colorado
$233K – – –
OFG
38
Omega Financial Group
California
$228K -$20.5K -198 -8%
HI
39
Harbour Investments
Wisconsin
$123K – – –
AIP
40
Ameritas Investment Partners
Nebraska
$46K – – –
SIM
41
Sonora Investment Management
Arizona
$43K – – –
CFGS
42
Concourse Financial Group Securities
Alabama
$36K – – –
COCM
43
Charter Oak Capital Management
New Hampshire
$26K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$19K +$19K +184 New
IBOK
45
Independence Bank of Kentucky
Kentucky
$10K – – –
William Blair & Company
46
William Blair & Company
Illinois
$10K – – –
AA
47
Addison Advisors
Vermont
$7K +$7K +64 New
CCM
48
Covington Capital Management
California
$2K +$2K +22 New
PWS
49
Paragon Wealth Strategies
Florida
$1K +$1K +13 New
UBS Group
50
UBS Group
Switzerland
– -$396K -4,232 Closed
1
2
3