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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

70 hedge funds and large institutions have $53M invested in Invesco Active US Real Estate Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
25
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HW
1
Hedeker Wealth
Illinois
$3.44M
2
Wells Fargo
2
Wells Fargo
California
$1.47M
3
CI
3
CX Institutional
Indiana
$853K
4
LPL Financial
4
LPL Financial
California
$6.03M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$3.89M

Top Sellers

1
IUHSA
1
Itau Unibanco Holding S.A.
Brazil
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$2.04M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$722K
4
FAIM
4
Financial Advocates Investment Management
Washington
$4.24M
5
LWAC
5
Laurel Wealth Advisors (California)
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$6.03M 71,075 +6,929 +11%
FAIM
2
Financial Advocates Investment Management
Washington
$4.24M 49,986 -4,659 -9%
APWA
3
Atlas Private Wealth Advisors
New Jersey
$3.89M 45,873 +6,604 +17%
HW
4
Hedeker Wealth
Illinois
$3.44M 40,495 +26,559 +191%
SPIA
5
Steward Partners Investment Advisory
New York
$3.42M 40,232 +3,630 +10%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$3.32M 39,136 +661 +2%
Morgan Stanley
7
Morgan Stanley
New York
$2.04M 24,002 -35,255 -59%
AAS
8
Avantax Advisory Services
Texas
$2.03M 23,954 +400 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.96M 23,053 -122 -0.5%
BWA
10
Beam Wealth Advisors
Louisiana
$1.62M 19,058 +512 +3%
Wells Fargo
11
Wells Fargo
California
$1.47M 17,285 +10,763 +165%
CTC
12
Central Trust Company
Missouri
$1.08M 12,724 +2,666 +27%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.05M 12,348 -342 -3%
PIA
14
Perennial Investment Advisors
California
$994K 11,712 +6,514 +125%
FMB
15
Field & Main Bank
Kentucky
$980K 11,546 +340 +3%
DAS
16
Dynamic Advisor Solutions
Arizona
$934K 11,008 +1,018 +10%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$913K 10,754 +164 +2%
GWM
18
Geneos Wealth Management
Colorado
$901K 10,614 +389 +4%
CI
19
CX Institutional
Indiana
$853K 10,050 +10,050 New
BAM
20
Belpointe Asset Management
Nevada
$822K 9,686 -505 -5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$764K 9,006 +201 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$722K 8,504 -12,586 -60%
CW
23
CreativeOne Wealth
Kansas
$694K 8,171 -698 -8%
TRCT
24
Tower Research Capital (TRC)
New York
$626K 7,373 +3,519 +91%
GT
25
Glenmede Trust
Pennsylvania
$507K 5,975 – –
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