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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

60 hedge funds and large institutions have $63.8M invested in Invesco Active US Real Estate Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-8
Holders Change %
-11.76%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
22
Reduced
16
Closed
13
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
–

Top Buyers

1
APWA
Atlas Private Wealth Advisors
New Jersey
$14.2M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.36M
3
Citadel Advisors
Citadel Advisors
Florida
$1.42M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.22M
5
PAG
Private Advisor Group
New Jersey
$1.16M

Top Sellers

1
BWA
Beam Wealth Advisors
Louisiana
$542K
2
DAS
Dynamic Advisor Solutions
Arizona
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.64M
4
LPL Financial
LPL Financial
California
$6.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$343K
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
26
Glenmede Trust
Pennsylvania
$523K – – –
SFC
27
Strategic Financial Concepts
Texas
$510K +$7.89K +91 +2%
CW
28
CreativeOne Wealth
Kansas
$504K -$30.8K -355 -6%
AIP
29
Ameritas Investment Partners
Nebraska
$483K +$26.9K +310 +6%
MML Investors Services
30
MML Investors Services
Massachusetts
$473K +$262K +3,021 +124%
MHWM
31
Montz Harcus Wealth Management
Louisiana
$423K +$5.12K +59 +1%
Invesco
32
Invesco
Georgia
$390K -$126K -1,458 -24%
ACMA
33
Arbor Capital Management (Alaska)
Alaska
$376K +$10.1K +115 +3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$343K -$422K -4,873 -55%
Goldman Sachs
35
Goldman Sachs
New York
$337K – – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$328K -$161K -1,858 -33%
FNBT
37
FineMark National Bank & Trust
Florida
$314K – – –
CFO
38
CVA Family Office
Colorado
$260K +$520 +6 +0.2%
UBS Group
39
UBS Group
Switzerland
$244K -$59.9K -691 -20%
HF
40
HRT Financial
New York
$231K +$231K +2,667 New
PSF
41
Pacific Sun Financial
California
$225K +$225K +2,570 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$217K – – –
KWM
43
Kingsview Wealth Management
Oregon
$210K +$5.03K +58 +2%
CA
44
Cambridge Advisors
Nebraska
$202K +$1.47K +17 +0.7%
IA
45
IFP Advisors
Florida
$83K +$607 +7 +0.7%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$38K – – –
PTC
47
Private Trust Company
Ohio
$15.4K +$15.4K +178 New
SS
48
Sunbelt Securities
Texas
$13K – – –
AIM
49
Anchor Investment Management
South Carolina
$13K – – –
GRP
50
Global Retirement Partners
California
$9.71K -$3.99K -46 -29%
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