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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

44 hedge funds and large institutions have $37.4M invested in Invesco Active US Real Estate Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
44
Holders Change
-7
Holders Change %
-13.73%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
CreativeOne Wealth
Kansas
$4.28M
2
GM
2
GeoWealth Management
Illinois
$2.72M
3
SWA
3
Stratos Wealth Advisors
Ohio
$327K
4
CA
4
Cambridge Advisors
Nebraska
$202K
5
BC
5
Brio Consultants
California
$6.87M

Top Sellers

1
LWAC
1
Laurel Wealth Advisors (California)
California
$0
2
WAS
2
Wealth Advisory Solutions
Indiana
$262K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$800K
4
RJA
4
Raymond James & Associates
Florida
$238K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.13M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Brio Consultants
California
$6.87M 84,773 +2,268 +3%
CW
2
CreativeOne Wealth
Kansas
$4.28M 52,757 +30,543 +137%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.17M 39,073 -13,548 -26%
GM
4
GeoWealth Management
Illinois
$2.72M 33,728 +18,264 +118%
Citadel Advisors
5
Citadel Advisors
Florida
$2.13M 26,236 -17,449 -40%
SPIA
6
Steward Partners Investment Advisory
New York
$1.92M 23,687 +778 +3%
BWA
7
Beam Wealth Advisors
Louisiana
$1.61M 19,872 +1,214 +7%
Goldman Sachs
8
Goldman Sachs
New York
$1.51M 18,670 – –
AAS
9
Avantax Advisory Services
Texas
$1.34M 16,550 +2,004 +14%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$881K 10,873 -7,142 -40%
LPL Financial
11
LPL Financial
California
$872K 10,760 -8,971 -45%
FMB
12
Field & Main Bank
Kentucky
$843K 10,405 +230 +2%
Wells Fargo
13
Wells Fargo
California
$830K 10,227 -2,183 -18%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$800K 9,867 -26,684 -73%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$726K 8,960 -5,227 -37%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$659K 8,131 -8,978 -52%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$548K 6,761 +475 +8%
GT
18
Glenmede Trust
Pennsylvania
$484K 5,975 – –
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
– – – –
IA
20
IFP Advisors
Florida
$375K 4,620 +694 +18%
SWM
21
Sculati Wealth Management
Michigan
$344K 4,244 +1,652 +64%
TRCT
22
Tower Research Capital (TRC)
New York
$339K 4,183 -1,228 -23%
SWA
23
Stratos Wealth Advisors
Ohio
$327K 4,038 +4,038 New
FAAS
24
First Allied Advisory Services
California
$297K 3,662 -111 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$294K 3,638 -691 -16%
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