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Invesco Active US Real Estate Fund

69 hedge funds and large institutions have $59.6M invested in Invesco Active US Real Estate Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-4
Holders Change %
-5.48%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
30
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BC
1
Brio Consultants
California
$11.1M +$455K +4,076 +4%
LPL Financial
2
LPL Financial
California
$6.83M +$1.43M +12,763 +26%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$4.32M +$177K +1,586 +4%
SPIA
4
Steward Partners Investment Advisory
New York
$3.92M +$1.11M +9,971 +40%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.59M +$130K +1,166 +5%
AAS
6
Avantax Advisory Services
Texas
$2.55M +$200K +1,790 +9%
CW
7
CreativeOne Wealth
Kansas
$1.9M -$812K -7,271 -30%
BWA
8
Beam Wealth Advisors
Louisiana
$1.86M +$103K +919 +6%
MAWAG
9
Mid-American Wealth Advisory Group
Missouri
$1.45M +$1.45M +12,990 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.27M +$89.1K +798 +8%
FMB
11
Field & Main Bank
Kentucky
$1.22M +$14.5K +130 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.14M -$126K -1,130 -10%
Morgan Stanley
13
Morgan Stanley
New York
$1.1M +$86.6K +775 +9%
BAM
14
Belpointe Asset Management
Nevada
$1.04M +$281K +2,513 +37%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.03M +$210K +1,881 +26%
GWM
16
Geneos Wealth Management
Colorado
$1.02M -$112K -1,006 -10%
DAS
17
Dynamic Advisor Solutions
Arizona
$994K +$221K +1,974 +29%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$982K -$409K -3,657 -29%
CTC
19
Central Trust Company
Missouri
$892K +$348K +3,112 +64%
Wells Fargo
20
Wells Fargo
California
$790K +$554K +4,956 +235%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$773K +$172K +1,539 +29%
GT
22
Glenmede Trust
Pennsylvania
$667K
PAG
23
Private Advisor Group
New Jersey
$604K +$45.9K +411 +8%
ACMA
24
Arbor Capital Management (Alaska)
Alaska
$601K +$14.3K +127 +2%
SWA
25
Stratos Wealth Advisors
Ohio
$584K +$31.7K +284 +6%