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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

73 hedge funds and large institutions have $67.2M invested in Invesco Active US Real Estate Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+14
Holders Change %
+23.73%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
17
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$3.02M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.49M
3
IA
3
IFP Advisors
Florida
$2.25M
4
PAG
4
Private Advisor Group
New Jersey
$600K
5
GWM
5
Geneos Wealth Management
Colorado
$1.21M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
CW
2
CreativeOne Wealth
Kansas
$2.92M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$646K
4
KAS
4
Kestra Advisory Services
Texas
$0
5
GM
5
GeoWealth Management
Illinois
$884K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$218K +$218K +1,818 New
UWM
52
USAdvisors Wealth Management
Minnesota
$209K +$209K +1,738 New
GRP
53
Global Retirement Partners
California
$117K +$100K +835 +596%
AIP
54
Ameritas Investment Partners
Nebraska
$53K – – –
CFGS
55
Concourse Financial Group Securities
Alabama
$42K – – –
HFA
56
HC Financial Advisors
California
$34K +$34K +281 New
COCM
57
Charter Oak Capital Management
New Hampshire
$30K – – –
SCA
58
Snowden Capital Advisors
New York
$24K +$24K +204 New
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$23K +$23K +191 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$22K – – –
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$16K +$16K +135 New
IBOK
62
Independence Bank of Kentucky
Kentucky
$12K – – –
William Blair & Company
63
William Blair & Company
Illinois
$11K – – –
AA
64
Addison Advisors
Vermont
$8K – – –
CCM
65
Covington Capital Management
California
$5K – – –
BWM
66
Baystate Wealth Management
Massachusetts
$4K +$4K +31 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$2K +$2K +20 New
FHC
68
First Heartland Consultants
Missouri
$1.02K -$6.98K -58,114 -87%
HI
69
Harbour Investments
Wisconsin
$1K -$94.4K -1,038 -99%
PA
70
PSI Advisors
Florida
$1K – – –
BBHC
71
Brown Brothers Harriman & Co
New York
$1 – – –
FTUS
72
Flow Traders U.S.
New York
– -$3.88M -37,654 Closed
KAS
73
Kestra Advisory Services
Texas
– -$751K -7,284 Closed
TRCT
74
Tower Research Capital (TRC)
New York
– -$584K -5,661 Closed
AC
75
Apella Capital
Connecticut
– -$337K -3,268 Closed
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