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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

73 hedge funds and large institutions have $67.2M invested in Invesco Active US Real Estate Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+14
Holders Change %
+23.73%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
17
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$3.02M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.49M
3
IA
3
IFP Advisors
Florida
$2.25M
4
PAG
4
Private Advisor Group
New Jersey
$600K
5
GWM
5
Geneos Wealth Management
Colorado
$1.21M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
CW
2
CreativeOne Wealth
Kansas
$2.92M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$646K
4
KAS
4
Kestra Advisory Services
Texas
$0
5
GM
5
GeoWealth Management
Illinois
$884K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$600K +$600K +4,997 New
SWA
27
Stratos Wealth Advisors
Ohio
$593K +$11.3K +94 +2%
CTC
28
Central Trust Company
Missouri
$585K +$176K +1,465 +43%
Goldman Sachs
29
Goldman Sachs
New York
$467K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$452K -$39.7K -331 -8%
SWM
31
Sculati Wealth Management
Michigan
$438K -$73.2K -610 -14%
CWM
32
Collaborative Wealth Management
Florida
$429K +$429K +3,573 New
MHWM
33
Montz Harcus Wealth Management
Louisiana
$369K +$369K +3,069 New
MNBTD
34
Moody National Bank Trust Division
Texas
$359K -$11.1K -92 -3%
IWM
35
IHT Wealth Management
Illinois
$350K +$350K +2,910 New
CA
36
Cambridge Advisors
Nebraska
$322K +$8.76K +73 +3%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$316K -$65.6K -547 -17%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$300K – – –
ARC
39
Advisor Resource Council
Texas
$299K +$299K +2,484 New
EH
40
Equitable Holdings
New York
$288K – – –
FIM
41
Freedom Investment Management
Connecticut
$287K +$287K +2,386 New
KNFPWM
42
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$280K +$280K +2,333 New
CFO
43
CVA Family Office
Colorado
$270K – – –
PSF
44
Pacific Sun Financial
California
$255K – – –
Wells Fargo
45
Wells Fargo
California
$254K -$120 -1 -0%
RJA
46
Raymond James & Associates
Florida
$251K -$129K -1,072 -34%
FPAS
47
Focus Partners Advisor Solutions
Missouri
$248K +$248K +2,063 New
OFG
48
Omega Financial Group
California
$239K -$24.1K -201 -9%
IWN
49
Independent Wealth Network
Iowa
$228K -$14.9K -124 -6%
Invesco
50
Invesco
Georgia
$224K +$224K +1,867 New
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