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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

76 hedge funds and large institutions have $81.3M invested in Invesco Active US Real Estate Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IUHSA
1
Itau Unibanco Holding S.A.
Brazil
$22.7M
2
FAIM
2
Financial Advocates Investment Management
Washington
$5.22M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.66M
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$3.75M
5
HW
5
Hedeker Wealth
Illinois
$1.37M

Top Sellers

1
BC
1
Brio Consultants
California
$369K
2
CW
2
CreativeOne Wealth
Kansas
$846K
3
WAS
3
Wealth Advisory Solutions
Indiana
$0
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$0
5
GM
5
GeoWealth Management
Illinois
$7K
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
26
Perennial Investment Advisors
California
$496K +$8.59K +90 +2%
ACMA
27
Arbor Capital Management (Alaska)
Alaska
$490K -$18.9K -198 -4%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$483K +$152K +1,596 +46%
Citadel Advisors
29
Citadel Advisors
Florida
$483K +$483K +5,054 New
PAG
30
Private Advisor Group
New Jersey
$450K -$66.7K -698 -13%
Invesco
31
Invesco
Georgia
$435K +$95.8K +1,003 +28%
FIM
32
Freedom Investment Management
Connecticut
$409K +$409K +4,284 New
Goldman Sachs
33
Goldman Sachs
New York
$371K – – –
BC
34
Brio Consultants
California
$369K -$9.1M -95,232 -96%
TRCT
35
Tower Research Capital (TRC)
New York
$368K +$85.4K +894 +30%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$339K +$109K +1,141 +47%
MCC
37
Money Concepts Capital
Florida
$334K +$1.75K +18 +0.5%
SWM
38
Sculati Wealth Management
Michigan
$330K -$18.1K -190 -5%
MHWM
39
Montz Harcus Wealth Management
Louisiana
$325K +$10.9K +114 +3%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$313K -$16.1K -169 -5%
CWM
41
Collaborative Wealth Management
Florida
$311K +$311K +3,259 New
LWAC
42
Laurel Wealth Advisors (California)
California
$310K +$310K +3,244 New
IWM
43
IHT Wealth Management
Illinois
$278K +$286 +3 +0.1%
CA
44
Cambridge Advisors
Nebraska
$259K -$2.87K -30 -1%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$239K – – –
MNBTD
46
Moody National Bank Trust Division
Texas
$233K -$50.6K -530 -18%
EH
47
Equitable Holdings
New York
$229K – – –
PSF
48
Pacific Sun Financial
California
$220K +$14.6K +153 +7%
ARC
49
Advisor Resource Council
Texas
$215K +$215K +2,252 New
CFO
50
CVA Family Office
Colorado
$214K – – –
1
2
3 4