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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

60 hedge funds and large institutions have $63.8M invested in Invesco Active US Real Estate Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-8
Holders Change %
-11.76%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
22
Reduced
16
Closed
13
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
–

Top Buyers

1
APWA
Atlas Private Wealth Advisors
New Jersey
$14.2M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.36M
3
Citadel Advisors
Citadel Advisors
Florida
$1.42M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.22M
5
PAG
Private Advisor Group
New Jersey
$1.16M

Top Sellers

1
BWA
Beam Wealth Advisors
Louisiana
$542K
2
DAS
Dynamic Advisor Solutions
Arizona
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.64M
4
LPL Financial
LPL Financial
California
$6.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$343K
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
51
Independence Bank of Kentucky
Kentucky
$8.67K – – –
IGWM
52
ICA Group Wealth Management
Colorado
$8.67K – – –
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$3.07K – – –
GJIA
54
Glass Jacobson Investment Advisors
Maryland
$2.78K +$2.78K +32 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$1.73K – – –
WP
56
WealthPLAN Partners
Nebraska
$1.56K – – –
BBHC
57
Brown Brothers Harriman & Co
New York
$867 – – –
HI
58
Harbour Investments
Wisconsin
$780 – – –
William Blair & Company
59
William Blair & Company
Illinois
$347 – – –
CSPIA
60
Cary Street Partners Investment Advisory
Virginia
$347 – – –
DAS
61
Dynamic Advisor Solutions
Arizona
– -$1.02M -11,628 Closed
SWM
62
Sculati Wealth Management
Michigan
– -$284K -3,242 Closed
BAM
63
Belpointe Asset Management
Nevada
– -$283K -3,238 Closed
FIM
64
Freedom Investment Management
Connecticut
– -$255K -2,916 Closed
FTUS
65
Flow Traders U.S.
New York
– -$227K -2,599 Closed
EH
66
Equitable Holdings
New York
– -$222K -2,543 Closed
CAN
67
Cetera Advisor Networks
California
– -$220K -2,510 Closed
MNBTD
68
Moody National Bank Trust Division
Texas
– -$201K -2,301 Closed
FCA
69
Fortis Capital Advisors
Kansas
– -$75.7K -865 Closed
AAS
70
Ameritas Advisory Services
Nebraska
– -$23.4K -272 Closed
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
– -$8.75K -100 Closed
FHA
72
First Horizon Advisors
Tennessee
– -$3.24K -37 Closed
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