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Invesco Active US Real Estate Fund

56 hedge funds and large institutions have $65.4M invested in Invesco Active US Real Estate Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MHWM
26
Montz Harcus Wealth Management
Louisiana
$464K +$15.6K +171 +3%
ACMA
27
Arbor Capital Management (Alaska)
Alaska
$451K +$41.3K +457 +10%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$415K +$19.3K +211 +5%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$407K -$81K -886 -17%
CW
30
CreativeOne Wealth
Kansas
$379K -$43.3K -474 -10%
Goldman Sachs
31
Goldman Sachs
New York
$356K
MFG
32
Merit Financial Group
Georgia
$321K +$321K +3,508 New
LBC
33
Lowe Brockenbrough & Co
Virginia
$306K +$306K +3,350 New
BWA
34
Beam Wealth Advisors
Louisiana
$295K -$195K -2,134 -40%
MML Investors Services
35
MML Investors Services
Massachusetts
$266K +$6.95K +76 +3%
PSF
36
Pacific Sun Financial
California
$250K +$6.59K +72 +3%
CA
37
Cambridge Advisors
Nebraska
$217K +$217K +2,367 New
SWM
38
Sculati Wealth Management
Michigan
$204K +$204K +2,235 New
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$137K
CFO
40
CVA Family Office
Colorado
$128K -$147K -1,602 -53%
IA
41
IFP Advisors
Florida
$87.7K -$641 -7 -0.7%
MSG
42
Main Street Group
Virginia
$53.1K +$53.1K +580 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$50K +$9.82K +107 +24%
EWA
44
EverSource Wealth Advisors
Alabama
$22.1K +$22.1K +242 New
SS
45
Sunbelt Securities
Texas
$13.7K
HGERS
46
Householder Group Estate & Retirement Specialist
Arizona
$13K
PTC
47
Private Trust Company
Ohio
$11K -$5.31K -58 -33%
IBOK
48
Independence Bank of Kentucky
Kentucky
$9.15K
GRP
49
Global Retirement Partners
California
$9K
Comerica Bank
50
Comerica Bank
Texas
$3.66K