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Invesco Active US Real Estate Fund

47 hedge funds and large institutions have $42.8M invested in Invesco Active US Real Estate Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
23
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$9.43M 100,825 +20,806 +26%
BC
2
Brio Consultants
California
$8.22M 87,861 +4,100 +5%
GM
3
GeoWealth Management
Illinois
$3.82M 40,847 +4,194 +11%
LPL Financial
4
LPL Financial
California
$1.93M 20,626 +6,000 +41%
AAS
5
Avantax Advisory Services
Texas
$1.82M 19,461 +2,604 +15%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.74M 18,571 -5,264 -22%
BWA
7
Beam Wealth Advisors
Louisiana
$1.65M 17,670 +1,021 +6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.11M 11,861 +2,685 +29%
SPIA
9
Steward Partners Investment Advisory
New York
$963K 10,297 -14,189 -58%
FMB
10
Field & Main Bank
Kentucky
$949K 10,150 +315 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$878K 9,389 +529 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$854K 9,133 +484 +6%
Goldman Sachs
13
Goldman Sachs
New York
$811K 8,670
RJFSA
14
Raymond James Financial Services Advisors
Florida
$657K 7,027 +266 +4%
GT
15
Glenmede Trust
Pennsylvania
$558K 5,975
DAS
16
Dynamic Advisor Solutions
Arizona
$523K 5,595 +624 +13%
BAM
17
Belpointe Asset Management
Nevada
$477K 5,098 +1,594 +45%
SWM
18
Sculati Wealth Management
Michigan
$460K 4,918 +163 +3%
SWA
19
Stratos Wealth Advisors
Ohio
$444K 4,742 +499 +12%
Morgan Stanley
20
Morgan Stanley
New York
$402K 4,297 +730 +20%
UBS Group
21
UBS Group
Switzerland
$396K 4,232 +4,159 +5,697%
CWM
22
Collaborative Wealth Management
Florida
$395K 3,537 +3,537 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$359K 3,840 -10,112 -72%
Wells Fargo
24
Wells Fargo
California
$346K 3,699 -1,050 -22%
MNBTD
25
Moody National Bank Trust Division
Texas
$320K 3,420 -37 -1%