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Invesco Active US Real Estate Fund

53 hedge funds and large institutions have $29.8M invested in Invesco Active US Real Estate Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
26
Central Trust Company
Missouri
$321K -$754K -8,811 -70%
CW
27
CreativeOne Wealth
Kansas
$314K -$53.3K -623 -15%
MFG
28
Merit Financial Group
Georgia
$300K
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$240K -$235K -2,748 -50%
PSF
30
Pacific Sun Financial
California
$218K -$11.2K -131 -5%
MML Investors Services
31
MML Investors Services
Massachusetts
$206K -$55.1K -642 -21%
Wells Fargo
32
Wells Fargo
California
$164K -$13.9K -162 -8%
CFO
33
CVA Family Office
Colorado
$125K +$4.62K +54 +4%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$85.9K +$85.9K +1,004 New
IA
35
IFP Advisors
Florida
$80K -$2.65K -31 -3%
Bank of America
36
Bank of America
North Carolina
$73.4K +$73.4K +858 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$52K +$5.77K +68 +12%
UBS Group
38
UBS Group
Switzerland
$38.4K +$38.4K +449 New
MSG
39
Main Street Group
Virginia
$38K -$11.5K -136 -23%
SFC
40
Strategic Financial Concepts
Texas
$34.2K +$33.8K +976,417 +9,260%
HGERS
41
Householder Group Estate & Retirement Specialist
Arizona
$12K
IBOK
42
Independence Bank of Kentucky
Kentucky
$8.56K
GRP
43
Global Retirement Partners
California
$8.56K
EWA
44
EverSource Wealth Advisors
Alabama
$8.12K -$14.4K -156 -64%
CAS
45
Coppell Advisory Solutions
Texas
$3.42K +$3.42K +40 New
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$3.12K
GJIA
47
Glass Jacobson Investment Advisors
Maryland
$2.74K
PS
48
Principal Securities
Iowa
$2.23K
1IA
49
1620 Investment Advisors
Massachusetts
$1.13K +$1.13K +13 New
BBHC
50
Brown Brothers Harriman & Co
New York
$856