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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

76 hedge funds and large institutions have $81.3M invested in Invesco Active US Real Estate Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IUHSA
1
Itau Unibanco Holding S.A.
Brazil
$22.7M
2
FAIM
2
Financial Advocates Investment Management
Washington
$5.22M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.66M
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$3.75M
5
HW
5
Hedeker Wealth
Illinois
$1.37M

Top Sellers

1
BC
1
Brio Consultants
California
$369K
2
CW
2
CreativeOne Wealth
Kansas
$846K
3
WAS
3
Wealth Advisory Solutions
Indiana
$0
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$0
5
GM
5
GeoWealth Management
Illinois
$7K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$213K – – –
FHC
52
First Heartland Consultants
Missouri
$211K – – –
AF
53
Apexium Financial
Texas
$206K +$206K +2,158 New
IA
54
IFP Advisors
Florida
$186K – – –
UBS Group
55
UBS Group
Switzerland
$96K -$40.3K -420 -30%
Bessemer Group
56
Bessemer Group
New Jersey
$83K +$83K +870 New
UWM
57
Urban Wealth Management
California
$49K +$49K +512 New
AIP
58
Ameritas Investment Partners
Nebraska
$31K +$11.4K +120 +59%
HFA
59
HC Financial Advisors
California
$27K – – –
COCM
60
Charter Oak Capital Management
New Hampshire
$24K – – –
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$23K – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$18K – – –
AIM
63
Anchor Investment Management
South Carolina
$14.3K – – –
GRP
64
Global Retirement Partners
California
$12K – – –
Simplex Trading
65
Simplex Trading
Illinois
$11K +$11K +122 New
IBOK
66
Independence Bank of Kentucky
Kentucky
$10K – – –
GM
67
GeoWealth Management
Illinois
$7K -$227K -2,372 -97%
AA
68
Addison Advisors
Vermont
$6K – – –
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$4K – – –
BWM
70
Baystate Wealth Management
Massachusetts
$3K – – –
FHA
71
First Horizon Advisors
Tennessee
$3K +$3K +37 New
CCM
72
Covington Capital Management
California
$2K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$2K – – –
BBHC
74
Brown Brothers Harriman & Co
New York
$1K – – –
HI
75
Harbour Investments
Wisconsin
$1K +$1K +9 New
1 2
3
4