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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

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
–

Top Buyers

1
HW
1
Hedeker Wealth
Illinois
$3.44M
2
Wells Fargo
2
Wells Fargo
California
$1.47M
3
CI
3
CX Institutional
Indiana
$853K
4
LPL Financial
4
LPL Financial
California
$6.03M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$3.89M

Top Sellers

1
IUHSA
1
Itau Unibanco Holding S.A.
Brazil
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$2.04M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$722K
4
FAIM
4
Financial Advocates Investment Management
Washington
$4.24M
5
LWAC
5
Laurel Wealth Advisors (California)
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Addison Advisors
Vermont
– -$6K -64 Closed
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
– -$4K -37 Closed
1 2 3
4