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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

59 hedge funds and large institutions have $63.7M invested in Invesco Active US Real Estate Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
59
Holders Change
+9
Holders Change %
+18%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHC
1
First Heartland Consultants
Missouri
$6.87M
2
FTUS
2
Flow Traders U.S.
New York
$3.88M
3
Citadel Advisors
3
Citadel Advisors
Florida
$762K
4
KAS
4
Kestra Advisory Services
Texas
$751K
5
LPL Financial
5
LPL Financial
California
$4.76M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$1.28M
2
AC
2
Apella Capital
Connecticut
$337K
3
CW
3
CreativeOne Wealth
Kansas
$3.69M
4
ARC
4
Advisor Resource Council
Texas
$0
5
IA
5
IFP Advisors
Florida
$827K
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Brio Consultants
California
$9.6M 93,103 +3,807 +4%
FHC
2
First Heartland Consultants
Missouri
$6.87M 66,594 +66,594 New
LPL Financial
3
LPL Financial
California
$4.76M 46,127 +5,506 +14%
FAIM
4
Financial Advocates Investment Management
Washington
$4.57M 44,333 +3,090 +7%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$4.09M 39,697 +661 +2%
FTUS
6
Flow Traders U.S.
New York
$3.88M 37,654 +37,654 New
CW
7
CreativeOne Wealth
Kansas
$3.69M 35,850 -6,135 -15%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.43M 23,534 +1,306 +6%
AAS
9
Avantax Advisory Services
Texas
$2.25M 21,845 +1,075 +5%
BWA
10
Beam Wealth Advisors
Louisiana
$1.62M 15,664 -83 -0.5%
GM
11
GeoWealth Management
Illinois
$1.28M 12,406 -31,883 -72%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.22M 11,784 +789 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.17M 11,341 +2,303 +25%
FMB
14
Field & Main Bank
Kentucky
$1.07M 10,385 -325 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.02M 9,907 +2,943 +42%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$995K 9,649 +210 +2%
SPIA
17
Steward Partners Investment Advisory
New York
$943K 9,147 +60 +0.7%
IA
18
IFP Advisors
Florida
$827K 8,025 -3,360 -30%
DAS
19
Dynamic Advisor Solutions
Arizona
$778K 7,548 +952 +14%
Morgan Stanley
20
Morgan Stanley
New York
$767K 7,437 +3,263 +78%
Citadel Advisors
21
Citadel Advisors
Florida
$762K 7,394 +7,394 New
KAS
22
Kestra Advisory Services
Texas
$751K 7,284 +7,284 New
GWM
23
Geneos Wealth Management
Colorado
$705K 6,767 +2,424 +56%
GT
24
Glenmede Trust
Pennsylvania
$616K 5,975 – –
BAM
25
Belpointe Asset Management
Nevada
$612K 5,923 +810 +16%
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