PSR icon

Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

21 hedge funds and large institutions have $13M invested in Invesco Active US Real Estate Fund in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VF
1
Virtu Financial
New York
$3.83M
2
Wells Fargo
2
Wells Fargo
California
$1.17M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$206K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$403K
5
UBS Group
5
UBS Group
Switzerland
$85K

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
WA
3
WBH Advisory
Maryland
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$726K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$364K
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Brio Consultants
California
$4.15M 54,314 +54,314 New
VF
2
Virtu Financial
New York
$3.83M 50,172 +50,172 New
Wells Fargo
3
Wells Fargo
California
$1.17M 15,365 +3,045 +25%
Morgan Stanley
4
Morgan Stanley
New York
$726K 9,515 -1,310 -12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$687K 9,009 +335 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$509K 6,668 -150 -2%
LPL Financial
7
LPL Financial
California
$425K 5,562 +562 +11%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$403K 5,284 +1,303 +33%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$364K 4,775 -648 -12%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$267K 3,500 – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$206K 2,699 +2,699 New
UBS Group
12
UBS Group
Switzerland
$85K 1,113 +707 +174%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$76K 997 -79 -7%
AG
14
Advisor Group
Arizona
$59K 780 -80 -9%
WANY
15
Wealthspire Advisors (New York)
New York
$23K 300 +300 New
CFGS
16
Concourse Financial Group Securities
Alabama
$22K 300 +300 New
FHA
17
Flagship Harbor Advisors
Massachusetts
$20K 275 – –
MSA
18
Marino Stram & Associates
Massachusetts
$20K 266 +1 +0.4%
CIAS
19
Capital Investment Advisory Services
North Carolina
$4K 50 +50 New
SFS
20
Sowell Financial Services
Arkansas
– – -40,108 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
– – -5,272 Closed
WA
22
WBH Advisory
Maryland
– – -2,589 Closed
Parallax Volatility Advisers
23
Parallax Volatility Advisers
California
$0 1 – –
Fidelity Investments
24
Fidelity Investments
Massachusetts
$0 2 +2 New