PSR icon

Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

49 hedge funds and large institutions have $36.7M invested in Invesco Active US Real Estate Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-7
Holders Change %
-12.5%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
18
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.01M
2
SFC
2
Strategic Financial Concepts
Texas
$930K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.15M
4
CA
4
Cetera Advisors
Colorado
$466K
5
SPIA
5
Steward Partners Investment Advisory
New York
$3.89M

Top Sellers

1
MNBTD
1
Moody National Bank Trust Division
Texas
$1.75M
2
CA
2
Cambridge Associates
Massachusetts
$1.74M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.42M
4
Invesco
4
Invesco
Georgia
$218K
5
IUHSA
5
Itau Unibanco Holding S.A.
Brazil
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$383K -$458K -5,201 -54%
CW
27
CreativeOne Wealth
Kansas
$379K +$12.8K +145 +3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$362K -$37.9K -430 -9%
Goldman Sachs
29
Goldman Sachs
New York
$343K – – –
MFG
30
Merit Financial Group
Georgia
$290K +$165 +2 +0.1%
BWA
31
Beam Wealth Advisors
Louisiana
$269K -$15.2K -172 -5%
MML Investors Services
32
MML Investors Services
Massachusetts
$268K +$11.8K +134 +5%
PSF
33
Pacific Sun Financial
California
$237K -$4.76K -54 -2%
Invesco
34
Invesco
Georgia
$218K -$4.29M -48,687 -95%
Wells Fargo
35
Wells Fargo
California
$183K -$1.69M -19,174 -90%
CFO
36
CVA Family Office
Colorado
$124K +$529 +6 +0.4%
IA
37
IFP Advisors
Florida
$85.1K +$705 +8 +0.8%
MSG
38
Main Street Group
Virginia
$50.6K +$346 +4 +0.7%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$48K – – –
EWA
40
EverSource Wealth Advisors
Alabama
$19.7K +$161 +2 +0.8%
HGERS
41
Householder Group Estate & Retirement Specialist
Arizona
$12.7K – – –
GRP
42
Global Retirement Partners
California
$8.82K – – –
IBOK
43
Independence Bank of Kentucky
Kentucky
$8.82K – – –
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$2.99K – – –
GJIA
45
Glass Jacobson Investment Advisors
Maryland
$2.82K – – –
PS
46
Principal Securities
Iowa
$2.29K +$882 +10 +63%
BBHC
47
Brown Brothers Harriman & Co
New York
$882 – – –
HI
48
Harbour Investments
Wisconsin
$793 – – –
William Blair & Company
49
William Blair & Company
Illinois
$353 – – –
PAG
50
Private Advisor Group
New Jersey
– -$1.96M -21,465 Closed
1
2
3