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Invesco Active US Real Estate Fund

70 hedge funds and large institutions have $53M invested in Invesco Active US Real Estate Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
25
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
51
UBS Group
Switzerland
$67K -$17.6K -208 -21%
AIP
52
Ameritas Investment Partners
Nebraska
$45K +$18K +216 +66%
MCC
53
Money Concepts Capital
Florida
$30K -$260K -3,072 -90%
GRP
54
Global Retirement Partners
California
$14K +$3.08K +35 +28%
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$13K -$6.1K -61 -32%
TFM
56
TFC Financial Management
Massachusetts
$13K +$13K +150 New
AIM
57
Anchor Investment Management
South Carolina
$12.7K
Simplex Trading
58
Simplex Trading
Illinois
$10K
IBOK
59
Independence Bank of Kentucky
Kentucky
$8K
HGERS
60
Householder Group Estate & Retirement Specialist
Arizona
$7K +$7K +86 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +43 New
BWM
62
Baystate Wealth Management
Massachusetts
$3K
FHA
63
First Horizon Advisors
Tennessee
$3K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$2K
CCM
65
Covington Capital Management
California
$2K
BBHC
66
Brown Brothers Harriman & Co
New York
$1K
HI
67
Harbour Investments
Wisconsin
$1K
FHC
68
First Heartland Consultants
Missouri
$206 +$18 +214 +10%
IUHSA
69
Itau Unibanco Holding S.A.
Brazil
-$22.7M -80,865 Closed
LWAC
70
Laurel Wealth Advisors (California)
California
-$310K -3,244 Closed
ARC
71
Advisor Resource Council
Texas
-$215K -2,252 Closed
RJA
72
Raymond James & Associates
Florida
-$213K -2,234 Closed
AF
73
Apexium Financial
Texas
-$206K -2,158 Closed
COCM
74
Charter Oak Capital Management
New Hampshire
-$24K -250 Closed
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
-$18K -184 Closed