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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

72 hedge funds and large institutions have $69.1M invested in Invesco Active US Real Estate Fund in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
26
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$14.3M
2
LPL Financial
LPL Financial
California
$8.13M
3
Wells Fargo
Wells Fargo
California
$3.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.54M
5
Morgan Stanley
Morgan Stanley
New York
$3.03M

Top Sellers

1
FAIM
Financial Advocates Investment Management
Washington
$0
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
3
CI
CX Institutional
Indiana
$383K
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
PAG
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$491K +$85.5K +982 +21%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$464K – – –
AIP
28
Ameritas Investment Partners
Nebraska
$463K +$416K +4,777 +883%
PPP
29
Private Portfolio Partners
New Jersey
$429K +$47.4K +544 +12%
ACMA
30
Arbor Capital Management (Alaska)
Alaska
$417K -$17.1K -198 -4%
CI
31
CX Institutional
Indiana
$383K -$492K -5,650 -56%
MHWM
32
Montz Harcus Wealth Management
Louisiana
$369K +$51.8K +595 +16%
MFG
33
Merit Financial Group
Georgia
$356K +$356K +4,093 New
Goldman Sachs
34
Goldman Sachs
New York
$339K – – –
CAN
35
Cetera Advisor Networks
California
$303K +$303K +3,483 New
MML Investors Services
36
MML Investors Services
Massachusetts
$298K +$298K +3,425 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$287K +$26.7K +308 +10%
SWM
38
Sculati Wealth Management
Michigan
$283K -$18.2K -209 -6%
FIM
39
Freedom Investment Management
Connecticut
$279K -$36.1K -415 -11%
CFO
40
CVA Family Office
Colorado
$260K +$64.4K +740 +33%
CWM
41
Collaborative Wealth Management
Florida
$255K -$2.18K -25 -0.8%
EH
42
Equitable Holdings
New York
$221K +$12.4K +142 +6%
KNFPWM
43
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$221K +$221K +2,535 New
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$218K – – –
PSF
45
Pacific Sun Financial
California
$217K +$697 +8 +0.3%
FHC
46
First Heartland Consultants
Missouri
$211K – – –
FNBT
47
FineMark National Bank & Trust
Florida
$211K +$211K +2 New
KWM
48
Kingsview Wealth Management
Oregon
$206K +$206K +2,366 New
KAS
49
Kestra Advisory Services
Texas
$205K +$205K +2,355 New
CA
50
Cambridge Advisors
Nebraska
$200K -$37.7K -433 -16%
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