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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

69 hedge funds and large institutions have $59.6M invested in Invesco Active US Real Estate Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-4
Holders Change %
-5.48%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWAG
Mid-American Wealth Advisory Group
Missouri
$1.45M
2
LPL Financial
LPL Financial
California
$6.83M
3
SPIA
Steward Partners Investment Advisory
New York
$3.92M
4
PIA
Perennial Investment Advisors
California
$571K
5
Wells Fargo
Wells Fargo
California
$790K

Top Sellers

1
FAIM
Financial Advocates Investment Management
Washington
$0
2
IA
IFP Advisors
Florida
$186K
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
CW
CreativeOne Wealth
Kansas
$1.9M
5
MCC
Money Concepts Capital
Florida
$381K
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
26
Perennial Investment Advisors
California
$571K +$571K +5,108 New
Goldman Sachs
27
Goldman Sachs
New York
$434K – – –
SWM
28
Sculati Wealth Management
Michigan
$407K – – –
Invesco
29
Invesco
Georgia
$397K +$188K +1,684 +90%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$386K +$92.2K +826 +31%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$385K -$35.6K -319 -8%
MCC
32
Money Concepts Capital
Florida
$381K -$714K -6,386 -65%
MHWM
33
Montz Harcus Wealth Management
Louisiana
$368K +$25.2K +226 +7%
MNBTD
34
Moody National Bank Trust Division
Texas
$332K -$1.56K -14 -0.5%
TRCT
35
Tower Research Capital (TRC)
New York
$331K +$331K +2,960 New
IWM
36
IHT Wealth Management
Illinois
$325K +$335 +3 +0.1%
CA
37
Cambridge Advisors
Nebraska
$306K +$6.04K +54 +2%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$279K – – –
GM
39
GeoWealth Management
Illinois
$271K -$547K -4,931 -67%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$269K +$66.2K +594 +33%
EH
41
Equitable Holdings
New York
$268K – – –
CFO
42
CVA Family Office
Colorado
$251K – – –
RJA
43
Raymond James & Associates
Florida
$250K +$16.1K +144 +7%
FHC
44
First Heartland Consultants
Missouri
$247K -$699K -6,267 -74%
PSF
45
Pacific Sun Financial
California
$241K +$3.35K +30 +1%
WAS
46
Wealth Advisory Solutions
Indiana
$237K +$237K +2,118 New
FPAS
47
Focus Partners Advisor Solutions
Missouri
$228K -$2.46K -22 -1%
OFG
48
Omega Financial Group
California
$224K +$1.23K +11 +0.6%
AWM
49
Aries Wealth Management
Maine
$224K +$224K +2,003 New
IWN
50
Independent Wealth Network
Iowa
$222K +$10.5K +94 +5%
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