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Invesco Active US Real Estate Fund
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Overview Fund Activity

34 hedge funds and large institutions have $52.1M invested in Invesco Active US Real Estate Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
34
Holders Change
+10
Holders Change %
+41.67%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
12
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$17.2M
2
RJA
2
Raymond James & Associates
Florida
$1.64M
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$1.27M
4
AG
4
Advisor Group
Arizona
$1.67M
5
Goldman Sachs
5
Goldman Sachs
New York
$969K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.88M
3
CWM
3
Centric Wealth Management
Illinois
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$528K
5
Wells Fargo
5
Wells Fargo
California
$1.82M
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
1
Barber Financial Group
Kansas
$17.2M 179,238 +179,238 New
BC
2
Brio Consultants
California
$6.17M 64,410 +1,673 +3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.78M 49,871 +2,269 +5%
UWM
4
USAdvisors Wealth Management
Minnesota
$3.1M 32,325 +1,700 +6%
LPL Financial
5
LPL Financial
California
$2.64M 27,503 +445 +2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.88M 19,661 -12,496 -39%
Wells Fargo
7
Wells Fargo
California
$1.82M 19,033 -1,752 -8%
AG
8
Advisor Group
Arizona
$1.67M 17,433 +12,295 +239%
RJA
9
Raymond James & Associates
Florida
$1.64M 17,117 +17,117 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.46M 15,207 +7,974 +110%
RCAG
11
Rehmann Capital Advisory Group
Michigan
$1.27M 63,476 +63,476 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1M 10,438 +1,053 +11%
Goldman Sachs
13
Goldman Sachs
New York
$969K 10,110 +10,110 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$775K 8,094 +3,765 +87%
KM
15
Kalos Management
Georgia
$775K 8,245 +8,245 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$765K 7,985 +3,195 +67%
AWM
17
AE Wealth Management
Kansas
$763K 7,962 +7,962 New
CF
18
Centaurus Financial
California
$590K 6,162 +6,162 New
Morgan Stanley
19
Morgan Stanley
New York
$528K 5,516 -2,395 -30%
FHC
20
First Heartland Consultants
Missouri
$432K 4,512 +4,512 New
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$335K 3,500 – –
IA
22
IFP Advisors
Florida
$327K 3,438 +3,438 New
MNBTD
23
Moody National Bank Trust Division
Texas
$264K 2,752 +197 +8%
WA
24
WBH Advisory
Maryland
$247K 2,587 – –
FAAS
25
First Allied Advisory Services
California
$238K 2,492 +2,492 New
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