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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

43 hedge funds and large institutions have $64.3M invested in Invesco Active US Real Estate Fund in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
43
Holders Change
+9
Holders Change %
+26.47%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
19
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWAC
1
Laurel Wealth Advisors (California)
California
$4.14M
2
NCM
2
Niemann Capital Management
Nevada
$2.44M
3
Truist Financial
3
Truist Financial
North Carolina
$1.75M
4
AAS
4
Avantax Advisory Services
Texas
$1.37M
5
FHC
5
First Heartland Consultants
Missouri
$1.48M

Top Sellers

1
BFG
1
Barber Financial Group
Kansas
$14.6M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.04M
3
LPL Financial
3
LPL Financial
California
$1.86M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
KM
5
Kalos Management
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
1
Barber Financial Group
Kansas
$14.6M 152,401 -26,837 -15%
BC
2
Brio Consultants
California
$6.47M 67,519 +3,109 +5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.6M 48,032 -1,839 -4%
LWAC
4
Laurel Wealth Advisors (California)
California
$4.14M 43,198 +43,198 New
UWM
5
USAdvisors Wealth Management
Minnesota
$3.54M 37,005 +4,680 +14%
NCM
6
Niemann Capital Management
Nevada
$2.44M 25,479 +25,479 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.33M 24,331 +9,124 +60%
WAS
8
Wealth Advisory Solutions
Indiana
$1.92M 20,066 +20,066 New
AG
9
Advisor Group
Arizona
$1.91M 19,991 +2,558 +15%
LPL Financial
10
LPL Financial
California
$1.86M 19,387 -8,116 -30%
Truist Financial
11
Truist Financial
North Carolina
$1.75M 18,304 +18,304 New
RJA
12
Raymond James & Associates
Florida
$1.68M 17,565 +448 +3%
FHC
13
First Heartland Consultants
Missouri
$1.48M 15,417 +10,905 +242%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.44M 15,075 +7,090 +89%
AAS
15
Avantax Advisory Services
Texas
$1.37M 14,319 +14,319 New
Wells Fargo
16
Wells Fargo
California
$1.3M 13,539 -5,494 -29%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.09M 11,384 +946 +9%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.05M 11,235 +10,462 +1,353%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.04M 10,905 -8,756 -45%
Goldman Sachs
20
Goldman Sachs
New York
$1M 10,458 +348 +3%
CFD
21
Creative Financial Designs
Indiana
$983K 10,432 +10,405 +38,537%
Morgan Stanley
22
Morgan Stanley
New York
$850K 8,881 +3,365 +61%
AWM
23
AE Wealth Management
Kansas
$798K 8,336 +374 +5%
SPC
24
Sigma Planning Corp
Michigan
$763K 7,964 +7,964 New
FAAS
25
First Allied Advisory Services
California
$696K 7,306 +4,814 +193%
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