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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

68 hedge funds and large institutions have $54.5M invested in Invesco Active US Real Estate Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
20
Reduced
19
Closed
12
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
+$9K

Top Buyers

1
APWA
1
Atlas Private Wealth Advisors
New Jersey
$6.17M
2
AWM
2
AE Wealth Management
Kansas
$786K
3
PAG
3
Private Advisor Group
New Jersey
$772K
4
MA
4
Mutual Advisors
Nebraska
$1.42M
5
Citadel Advisors
5
Citadel Advisors
Florida
$585K

Top Sellers

1
Invesco
1
Invesco
Georgia
$521K
2
Wells Fargo
2
Wells Fargo
California
$1.94M
3
LPL Financial
3
LPL Financial
California
$7.1M
4
PIA
4
Perennial Investment Advisors
California
$0
5
BAM
5
Belpointe Asset Management
Nevada
$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Ameritas Advisory Services
Nebraska
$23.4K +$23.4K +272 New
GRP
52
Global Retirement Partners
California
$13.3K -$84 -1 -0.6%
AIM
53
Anchor Investment Management
South Carolina
$13.1K – – –
HGERS
54
Householder Group Estate & Retirement Specialist
Arizona
$13K +$13K +144 New
SS
55
Sunbelt Securities
Texas
$12.9K +$12.9K +150 New
IBOK
56
Independence Bank of Kentucky
Kentucky
$8.75K – – –
IGWM
57
ICA Group Wealth Management
Colorado
$8.75K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$8.75K +$8.75K +100 New
FHA
59
First Horizon Advisors
Tennessee
$3.24K – – –
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$3.03K -$8.22K -95 -73%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$1.75K – – –
WP
62
WealthPLAN Partners
Nebraska
$1.57K +$1.57K +18 New
BBHC
63
Brown Brothers Harriman & Co
New York
$875 – – –
HI
64
Harbour Investments
Wisconsin
$787 – – –
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$682 +$393 +4,499 +136%
CSPIA
66
Cary Street Partners Investment Advisory
Virginia
$350 – – –
William Blair & Company
67
William Blair & Company
Illinois
$350 – – –
PIA
68
Perennial Investment Advisors
California
– -$737K -8,461 Closed
PPP
69
Private Portfolio Partners
New Jersey
– -$429K -4,928 Closed
CI
70
CX Institutional
Indiana
– -$383K -4,400 Closed
MFG
71
Merit Financial Group
Georgia
– -$356K -4,093 Closed
CWM
72
Collaborative Wealth Management
Florida
– -$255K -2,925 Closed
FHC
73
First Heartland Consultants
Missouri
– -$211K -2,427 Closed
KAS
74
Kestra Advisory Services
Texas
– -$205K -2,355 Closed
MCC
75
Money Concepts Capital
Florida
– -$54.8K -630 Closed
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