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Invesco Active US Real Estate Fund

52 hedge funds and large institutions have $2.86B invested in Invesco Active US Real Estate Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$301K -$1.9K -21 -0.6%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$280K +$59.3K +657 +27%
IWN
28
Independent Wealth Network
Iowa
$270K +$77.8K +862 +41%
MML Investors Services
29
MML Investors Services
Massachusetts
$237K +$19K +210 +9%
CTC
30
Central Trust Company
Missouri
$234K -$17.4K -193 -7%
PSF
31
Pacific Sun Financial
California
$226K +$1.63K +18 +0.7%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$222K +$905 +10 +0.4%
IWA
33
Integrity Wealth Advisors
California
$210K +$210K +2,323 New
CA
34
Cambridge Advisors
Nebraska
$201K -$993 -11 -0.5%
Wells Fargo
35
Wells Fargo
California
$180K +$5.6K +62 +3%
CFO
36
CVA Family Office
Colorado
$133K +$542 +6 +0.4%
MSG
37
Main Street Group
Virginia
$40.9K +$271 +3 +0.7%
UBS Group
38
UBS Group
Switzerland
$17.4K +$17.4K +193 New
PS
39
Principal Securities
Iowa
$17.1K +$14.8K +164 +631%
IBOK
40
Independence Bank of Kentucky
Kentucky
$9.03K
GRP
41
Global Retirement Partners
California
$9.03K
IA
42
IFP Advisors
Florida
$8.45K +$90 +1 +1%
EWA
43
EverSource Wealth Advisors
Alabama
$8.02K
CAS
44
Coppell Advisory Solutions
Texas
$3.58K
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$3.16K +$3.16K +35 New
GJIA
46
Glass Jacobson Investment Advisors
Maryland
$2.98K
AWM
47
AE Wealth Management
Kansas
$2.08K +$2.08K +23 New
BBHC
48
Brown Brothers Harriman & Co
New York
$903
HI
49
Harbour Investments
Wisconsin
$813
William Blair & Company
50
William Blair & Company
Illinois
$361