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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

73 hedge funds and large institutions have $67.2M invested in Invesco Active US Real Estate Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
+14
Holders Change %
+23.73%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
17
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$3.02M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.49M
3
IA
3
IFP Advisors
Florida
$2.25M
4
PAG
4
Private Advisor Group
New Jersey
$600K
5
GWM
5
Geneos Wealth Management
Colorado
$1.21M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
CW
2
CreativeOne Wealth
Kansas
$2.92M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$646K
4
KAS
4
Kestra Advisory Services
Texas
$0
5
GM
5
GeoWealth Management
Illinois
$884K
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Brio Consultants
California
$11.4M 95,016 +1,913 +2%
LPL Financial
2
LPL Financial
California
$5.81M 48,389 +2,262 +5%
FAIM
3
Financial Advocates Investment Management
Washington
$5.41M 45,040 +707 +2%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$4.45M 37,088 -2,609 -7%
SPIA
5
Steward Partners Investment Advisory
New York
$3.02M 25,152 +16,005 +175%
CW
6
CreativeOne Wealth
Kansas
$2.92M 24,301 -11,549 -32%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.65M 22,061 -1,473 -6%
AAS
8
Avantax Advisory Services
Texas
$2.53M 21,057 -788 -4%
IA
9
IFP Advisors
Florida
$2.25M 18,715 +10,690 +133%
BWA
10
Beam Wealth Advisors
Louisiana
$1.89M 15,744 +80 +0.5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.49M 12,444 +12,444 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.36M 11,356 +15 +0.1%
FMB
13
Field & Main Bank
Kentucky
$1.3M 10,810 +425 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.27M 10,539 +890 +9%
GWM
15
Geneos Wealth Management
Colorado
$1.21M 10,098 +3,331 +49%
MCC
16
Money Concepts Capital
Florida
$1.18M 9,795 +9,795 New
Morgan Stanley
17
Morgan Stanley
New York
$1.09M 9,065 +1,628 +22%
Citadel Advisors
18
Citadel Advisors
Florida
$1.03M 8,568 +1,174 +16%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$886K 7,374 -2,533 -26%
GM
20
GeoWealth Management
Illinois
$884K 7,376 -5,030 -41%
DAS
21
Dynamic Advisor Solutions
Arizona
$832K 6,924 -624 -8%
BAM
22
Belpointe Asset Management
Nevada
$812K 6,753 +830 +14%
GT
23
Glenmede Trust
Pennsylvania
$717K 5,975 – –
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$646K 5,382 -6,402 -54%
ACMA
25
Arbor Capital Management (Alaska)
Alaska
$624K 5,199 +5,199 New
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