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Invesco Active US Real Estate Fund

50 hedge funds and large institutions have $53.6M invested in Invesco Active US Real Estate Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BC
1
Brio Consultants
California
$9.25M 89,296 +1,435 +2%
GM
2
GeoWealth Management
Illinois
$4.59M 44,289 +3,442 +8%
CW
3
CreativeOne Wealth
Kansas
$4.35M 41,985 -58,840 -58%
FAIM
4
Financial Advocates Investment Management
Washington
$4.27M 41,243 +41,243 New
LPL Financial
5
LPL Financial
California
$4.21M 40,621 +19,995 +97%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$4.04M 39,036 +39,036 New
Osaic Holdings
7
Osaic Holdings
Arizona
$2.3M 22,228 +3,657 +20%
AAS
8
Avantax Advisory Services
Texas
$2.15M 20,770 +1,309 +7%
BWA
9
Beam Wealth Advisors
Louisiana
$1.63M 15,747 -1,923 -11%
AC
10
Apella Capital
Connecticut
$1.54M 14,887 +14,887 New
IA
11
IFP Advisors
Florida
$1.17M 11,385 +7,995 +236%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.14M 10,995 +1,606 +17%
FMB
13
Field & Main Bank
Kentucky
$1.11M 10,710 +560 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$977K 9,439 -2,422 -20%
SPIA
15
Steward Partners Investment Advisory
New York
$941K 9,087 -1,210 -12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$936K 9,038 -95 -1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$721K 6,964 -63 -0.9%
DAS
18
Dynamic Advisor Solutions
Arizona
$683K 6,596 +1,001 +18%
GT
19
Glenmede Trust
Pennsylvania
$618K 5,975
BAM
20
Belpointe Asset Management
Nevada
$530K 5,113 +15 +0.3%
SWM
21
Sculati Wealth Management
Michigan
$503K 4,858 -60 -1%
SWA
22
Stratos Wealth Advisors
Ohio
$482K 4,652 -90 -2%
GWM
23
Geneos Wealth Management
Colorado
$453K 4,343 +1,432 +49%
Morgan Stanley
24
Morgan Stanley
New York
$432K 4,174 -123 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$405K 3,918 +78 +2%