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Invesco Active US Real Estate Fund
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Overview Fund Activity

72 hedge funds and large institutions have $69.1M invested in Invesco Active US Real Estate Fund in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
26
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$14.3M
2
LPL Financial
LPL Financial
California
$8.13M
3
Wells Fargo
Wells Fargo
California
$3.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.54M
5
Morgan Stanley
Morgan Stanley
New York
$3.03M

Top Sellers

1
FAIM
Financial Advocates Investment Management
Washington
$0
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
3
CI
CX Institutional
Indiana
$383K
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
PAG
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MNBTD
51
Moody National Bank Trust Division
Texas
$200K -$10.8K -124 -5%
UBS Group
52
UBS Group
Switzerland
$170K +$101K +1,159 +146%
IA
53
IFP Advisors
Florida
$98K -$82.8K -1,044 -46%
FCA
54
Fortis Capital Advisors
Kansas
$75.3K +$75.3K +865 New
MCC
55
Money Concepts Capital
Florida
$54.8K +$23.9K +275 +77%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$38K +$38K +438 New
TWA
57
Tandem Wealth Advisors
Arizona
$15.4K +$15.4K +176 New
GRP
58
Global Retirement Partners
California
$13.8K – – –
AIM
59
Anchor Investment Management
South Carolina
$13.1K – – –
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$12.9K – – –
Simplex Trading
61
Simplex Trading
Illinois
$10K -$83 -1 -0.8%
IBOK
62
Independence Bank of Kentucky
Kentucky
$9K – – –
IGWM
63
ICA Group Wealth Management
Colorado
$8.71K +$8.71K +100 New
FHA
64
First Horizon Advisors
Tennessee
$3.22K – – –
BWM
65
Baystate Wealth Management
Massachusetts
$3K +$94 +1 +3%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$1.74K – – –
BBHC
67
Brown Brothers Harriman & Co
New York
$871 – – –
HI
68
Harbour Investments
Wisconsin
$784 – – –
William Blair & Company
69
William Blair & Company
Illinois
$348 – – –
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$348 +$348 +4 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$174 +$174 +2 New
FAIM
72
Financial Advocates Investment Management
Washington
– -$4.24M -49,986 Closed
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
– -$3.32M -39,136 Closed
Citadel Advisors
74
Citadel Advisors
Florida
– -$446K -5,250 Closed
PAG
75
Private Advisor Group
New Jersey
– -$446K -5,250 Closed
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