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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

69 hedge funds and large institutions have $59.6M invested in Invesco Active US Real Estate Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-4
Holders Change %
-5.48%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWAG
Mid-American Wealth Advisory Group
Missouri
$1.45M
2
LPL Financial
LPL Financial
California
$6.83M
3
SPIA
Steward Partners Investment Advisory
New York
$3.92M
4
PIA
Perennial Investment Advisors
California
$571K
5
Wells Fargo
Wells Fargo
California
$790K

Top Sellers

1
FAIM
Financial Advocates Investment Management
Washington
$0
2
IA
IFP Advisors
Florida
$186K
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
CW
CreativeOne Wealth
Kansas
$1.9M
5
MCC
Money Concepts Capital
Florida
$381K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$186K -$1.32M -16,396 -88%
UBS Group
52
UBS Group
Switzerland
$159K +$159K +1,418 +47,267%
HFA
53
HC Financial Advisors
California
$31K – – –
COCM
54
Charter Oak Capital Management
New Hampshire
$28K – – –
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$23K – – –
AIP
56
Ameritas Investment Partners
Nebraska
$22K -$25.8K -240 -54%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$21K – – –
AIM
58
Anchor Investment Management
South Carolina
$16.8K +$16.8K +150 New
NWM
59
Nauset Wealth Management
Connecticut
$16K +$16K +140 New
GRP
60
Global Retirement Partners
California
$13K -$89.2K -851 -87%
IBOK
61
Independence Bank of Kentucky
Kentucky
$11K – – –
AA
62
Addison Advisors
Vermont
$7K – – –
BWM
63
Baystate Wealth Management
Massachusetts
$4K – – –
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$4K +$4K +37 New
CCM
65
Covington Capital Management
California
$2K -$1.55K -17 -44%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$2K – – –
BBHC
67
Brown Brothers Harriman & Co
New York
$1K – – –
PA
68
PSI Advisors
Florida
$1K – – –
FAIM
69
Financial Advocates Investment Management
Washington
– -$5.41M -45,040 Closed
Citadel Advisors
70
Citadel Advisors
Florida
– -$1.03M -8,568 Closed
ARC
71
Advisor Resource Council
Texas
– -$299K -2,484 Closed
FIM
72
Freedom Investment Management
Connecticut
– -$287K -2,386 Closed
UWM
73
USAdvisors Wealth Management
Minnesota
– -$209K -1,738 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– -$42K -350 Closed
SCA
75
Snowden Capital Advisors
New York
– -$24K -204 Closed
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