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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

51 hedge funds and large institutions have $49.6M invested in Invesco Active US Real Estate Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.52M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.95M
3
CW
3
CreativeOne Wealth
Kansas
$1.79M
4
GM
4
GeoWealth Management
Illinois
$1.25M
5
BC
5
Brio Consultants
California
$6.65M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.51M
2
Truist Financial
2
Truist Financial
North Carolina
$0
3
UWM
3
USAdvisors Wealth Management
Minnesota
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$507K
5
PAG
5
Private Advisor Group
New Jersey
$56K
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Brio Consultants
California
$6.65M 82,505 +14,709 +22%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.24M 52,621 -13,875 -21%
Citadel Advisors
3
Citadel Advisors
Florida
$3.52M 43,685 +43,685 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.95M 36,551 +31,839 +676%
WAS
5
Wealth Advisory Solutions
Indiana
$2.43M 30,124 +5,075 +20%
LWAC
6
Laurel Wealth Advisors (California)
California
$2.39M 29,663 -9,294 -24%
RJA
7
Raymond James & Associates
Florida
$2.15M 26,672 +3,645 +16%
SPIA
8
Steward Partners Investment Advisory
New York
$1.85M 22,909 +3,381 +17%
CW
9
CreativeOne Wealth
Kansas
$1.79M 22,214 +22,214 New
LPL Financial
10
LPL Financial
California
$1.59M 19,731 -17,835 -47%
BWA
11
Beam Wealth Advisors
Louisiana
$1.53M 18,658 +4,423 +31%
Goldman Sachs
12
Goldman Sachs
New York
$1.51M 18,670 -49,833 -73%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.45M 18,015 -266 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.38M 17,109 -1,402 -8%
SPC
15
Sigma Planning Corp
Michigan
$1.36M 16,909 +7,955 +89%
GM
16
GeoWealth Management
Illinois
$1.25M 15,464 +15,464 New
AAS
17
Avantax Advisory Services
Texas
$1.17M 14,546 +526 +4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.14M 14,187 +716 +5%
Wells Fargo
19
Wells Fargo
California
$1M 12,410 +216 +2%
CFD
20
Creative Financial Designs
Indiana
$837K 10,379 -458 -4%
FMB
21
Field & Main Bank
Kentucky
$820K 10,175 +10,175 New
CF
22
Centaurus Financial
California
$817K 10,131 -193 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$507K 6,286 -34,014 -84%
GT
24
Glenmede Trust
Pennsylvania
$481K 5,975 +5,975 New
TRCT
25
Tower Research Capital (TRC)
New York
$436K 5,411 +2,945 +119%
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