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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 %
TWA
76
Tandem Wealth Advisors
Arizona
– -$15.4K -176 Closed
Simplex Trading
77
Simplex Trading
Illinois
– -$10K -121 Closed
BWM
78
Baystate Wealth Management
Massachusetts
– -$3K -32 Closed
Fidelity Investments
79
Fidelity Investments
Massachusetts
– -$174 -2 Closed
1 2 3
4