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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

76 hedge funds and large institutions have $81.3M invested in Invesco Active US Real Estate Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IUHSA
1
Itau Unibanco Holding S.A.
Brazil
$22.7M
2
FAIM
2
Financial Advocates Investment Management
Washington
$5.22M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.66M
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$3.75M
5
HW
5
Hedeker Wealth
Illinois
$1.37M

Top Sellers

1
BC
1
Brio Consultants
California
$369K
2
CW
2
CreativeOne Wealth
Kansas
$846K
3
WAS
3
Wealth Advisory Solutions
Indiana
$0
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$0
5
GM
5
GeoWealth Management
Illinois
$7K
Name Market Value Shares Shares
Change 		Shares
Change %
IUHSA
1
Itau Unibanco Holding S.A.
Brazil
$22.7M 80,865 +80,865 New
LPL Financial
2
LPL Financial
California
$6.12M 64,146 +2,994 +5%
Morgan Stanley
3
Morgan Stanley
New York
$5.66M 59,257 +49,417 +502%
FAIM
4
Financial Advocates Investment Management
Washington
$5.22M 54,645 +54,645 New
APWA
5
Atlas Private Wealth Advisors
New Jersey
$3.75M 39,269 +39,269 New
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$3.67M 38,475 -199 -0.5%
SPIA
7
Steward Partners Investment Advisory
New York
$3.49M 36,602 +1,479 +4%
AAS
8
Avantax Advisory Services
Texas
$2.25M 23,554 +707 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.21M 23,175 -52 -0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.01M 21,090 +10,864 +106%
BWA
11
Beam Wealth Advisors
Louisiana
$1.77M 18,546 +1,883 +11%
HW
12
Hedeker Wealth
Illinois
$1.37M 13,936 +13,936 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.21M 12,690 +3,435 +37%
FMB
14
Field & Main Bank
Kentucky
$1.07M 11,206 +266 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.01M 10,590 -747 -7%
GWM
16
Geneos Wealth Management
Colorado
$996K 10,225 +1,133 +12%
BAM
17
Belpointe Asset Management
Nevada
$973K 10,191 +925 +10%
CTC
18
Central Trust Company
Missouri
$960K 10,058 +2,075 +26%
DAS
19
Dynamic Advisor Solutions
Arizona
$954K 9,990 +1,092 +12%
CW
20
CreativeOne Wealth
Kansas
$846K 8,869 -8,161 -48%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$841K 8,805 +1,884 +27%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$839K 8,787 – –
Wells Fargo
23
Wells Fargo
California
$623K 6,522 -547 -8%
GT
24
Glenmede Trust
Pennsylvania
$570K 5,975 – –
SWA
25
Stratos Wealth Advisors
Ohio
$510K 5,345 +121 +2%
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