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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

49 hedge funds and large institutions have $34.8M invested in Invesco Active US Real Estate Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
18
Closed
7
Calls
–
Puts
$488K
Net Calls
-$488K
Net Calls Change
-$488K

Top Buyers

1
MFG
Merit Financial Group
Georgia
$4M
2
SFC
Swisher Financial Concepts
Ohio
$1.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.26M
4
Morgan Stanley
Morgan Stanley
New York
$2.98M
5
CA
Cambridge Advisors
Nebraska
$221K

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$1.02M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$253K
3
TRCT
Tower Research Capital (TRC)
New York
$221K
4
Invesco
Invesco
Georgia
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
26
Pacific Sun Financial
California
$244K -$6.9K -70 -3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$241K -$35.3K -358 -13%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$239K +$141K +1,436 +143%
MML Investors Services
29
MML Investors Services
Massachusetts
$238K +$1.18K +12 +0.5%
TRCT
30
Tower Research Capital (TRC)
New York
$221K -$1.19M -12,069 -84%
CA
31
Cambridge Advisors
Nebraska
$221K +$221K +2,241 New
IWN
32
Independent Wealth Network
Iowa
$209K +$209K +2,126 New
Wells Fargo
33
Wells Fargo
California
$191K +$2.46K +25 +1%
CFO
34
CVA Family Office
Colorado
$144K +$493 +5 +0.3%
Bank of America
35
Bank of America
North Carolina
$116K +$31.7K +322 +38%
MSG
36
Main Street Group
Virginia
$44.3K +$197 +2 +0.4%
FNWA
37
Financial Network Wealth Advisors
Utah
$24.6K +$24.6K +250 New
HGERS
38
Householder Group Estate & Retirement Specialist
Arizona
$18K +$3.91K +40 +28%
IBOK
39
Independence Bank of Kentucky
Kentucky
$9.85K – – –
GRP
40
Global Retirement Partners
California
$9.85K – – –
IA
41
IFP Advisors
Florida
$9.19K -$83.2K -842 -90%
EWA
42
EverSource Wealth Advisors
Alabama
$8.76K +$98 +1 +1%
CAS
43
Coppell Advisory Solutions
Texas
$3.91K – – –
GJIA
44
Glass Jacobson Investment Advisors
Maryland
$3.25K +$99 +1 +3%
PS
45
Principal Securities
Iowa
$2.56K – – –
1IA
46
1620 Investment Advisors
Massachusetts
$1.3K – – –
BBHC
47
Brown Brothers Harriman & Co
New York
$985 – – –
HI
48
Harbour Investments
Wisconsin
$887 – – –
William Blair & Company
49
William Blair & Company
Illinois
$394 – – –
Invesco
50
Invesco
Georgia
– -$731K -8,534 Closed
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2
3