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Invesco Active US Real Estate Fund

72 hedge funds and large institutions have $69.1M invested in Invesco Active US Real Estate Fund in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
26
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$14.3M 164,440 +159,394 +3,159%
LPL Financial
2
LPL Financial
California
$8.13M 93,373 +22,298 +31%
APWA
3
Atlas Private Wealth Advisors
New Jersey
$4.92M 56,464 +10,591 +23%
HW
4
Hedeker Wealth
Illinois
$3.47M 39,831 -664 -2%
Wells Fargo
5
Wells Fargo
California
$3.3M 37,937 +20,652 +119%
SPIA
6
Steward Partners Investment Advisory
New York
$3.2M 36,770 -3,462 -9%
Morgan Stanley
7
Morgan Stanley
New York
$3.03M 34,799 +10,797 +45%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.54M 29,120 +20,616 +242%
AAS
9
Avantax Advisory Services
Texas
$2.17M 24,952 +998 +4%
BWA
10
Beam Wealth Advisors
Louisiana
$2.07M 23,823 +4,765 +25%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.8M 20,661 -2,392 -10%
CTC
12
Central Trust Company
Missouri
$1.33M 15,317 +2,593 +20%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.06M 12,217 -131 -1%
FMB
14
Field & Main Bank
Kentucky
$1.02M 11,671 +125 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.01M 11,538 +784 +7%
DAS
16
Dynamic Advisor Solutions
Arizona
$962K 11,042 +34 +0.3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$960K 11,026 +2,020 +22%
GWM
18
Geneos Wealth Management
Colorado
$890K 10,223 -391 -4%
MA
19
Mutual Advisors
Nebraska
$820K 9,416 +9,416 New
BAM
20
Belpointe Asset Management
Nevada
$757K 8,698 -988 -10%
PIA
21
Perennial Investment Advisors
California
$737K 8,461 -3,251 -28%
TRCT
22
Tower Research Capital (TRC)
New York
$648K 7,444 +71 +1%
CW
23
CreativeOne Wealth
Kansas
$584K 6,707 -1,464 -18%
SWA
24
Stratos Wealth Advisors
Ohio
$529K 6,080 +1,215 +25%
GT
25
Glenmede Trust
Pennsylvania
$520K 5,975