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Invesco Active US Real Estate Fund

55 hedge funds and large institutions have $51.6M invested in Invesco Active US Real Estate Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
55
Holders Change
-5
Holders Change %
-8.33%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
17
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
26
Beam Wealth Advisors
Louisiana
$423K -$70.4K -891 -14%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$421K +$122K +1,548 +41%
MHWM
28
Montz Harcus Wealth Management
Louisiana
$387K +$1.58K +20 +0.4%
CW
29
CreativeOne Wealth
Kansas
$365K -$94.6K -1,197 -21%
ACMA
30
Arbor Capital Management (Alaska)
Alaska
$346K +$18.6K +243 +6%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$342K +$28.7K +363 +9%
FNBT
32
FineMark National Bank & Trust
Florida
$314K
Goldman Sachs
33
Goldman Sachs
New York
$307K
CFO
34
CVA Family Office
Colorado
$237K +$395 +5 +0.2%
MML Investors Services
35
MML Investors Services
Massachusetts
$224K -$207K -2,624 -48%
CAN
36
Cetera Advisor Networks
California
$217K +$217K +2,743 New
PSF
37
Pacific Sun Financial
California
$211K +$7.51K +95 +4%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$119K -$79K -1,000 -40%
IA
39
IFP Advisors
Florida
$76.2K +$553 +7 +0.7%
SSWM
40
Sheets Smith Wealth Management
North Carolina
$39.5K +$39.5K +500 New
BFEC
41
Benjamin F. Edwards & Company
Missouri
$35K
UBS Group
42
UBS Group
Switzerland
$23.6K -$198K -2,512 -89%
PTC
43
Private Trust Company
Ohio
$14.1K
SS
44
Sunbelt Securities
Texas
$11.9K
AIM
45
Anchor Investment Management
South Carolina
$11.9K
HGERS
46
Householder Group Estate & Retirement Specialist
Arizona
$11.4K +$11.4K +144 New
IBOK
47
Independence Bank of Kentucky
Kentucky
$7.9K
GRP
48
Global Retirement Partners
California
$7.7K -$924 -12 -11%
Comerica Bank
49
Comerica Bank
Texas
$3.16K +$3.16K +40 New
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$2.99K