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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

68 hedge funds and large institutions have $54.5M invested in Invesco Active US Real Estate Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
20
Reduced
19
Closed
12
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
+$9K

Top Buyers

1
APWA
1
Atlas Private Wealth Advisors
New Jersey
$6.17M
2
AWM
2
AE Wealth Management
Kansas
$786K
3
PAG
3
Private Advisor Group
New Jersey
$772K
4
MA
4
Mutual Advisors
Nebraska
$1.42M
5
Citadel Advisors
5
Citadel Advisors
Florida
$585K

Top Sellers

1
Invesco
1
Invesco
Georgia
$521K
2
Wells Fargo
2
Wells Fargo
California
$1.94M
3
LPL Financial
3
LPL Financial
California
$7.1M
4
PIA
4
Perennial Investment Advisors
California
$0
5
BAM
5
Belpointe Asset Management
Nevada
$283K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.1M 81,153 -12,220 -13%
APWA
2
Atlas Private Wealth Advisors
New Jersey
$6.17M 70,550 +14,086 +25%
SPIA
3
Steward Partners Investment Advisory
New York
$3.48M 39,807 +3,037 +8%
HW
4
Hedeker Wealth
Illinois
$3.28M 37,549 -2,282 -6%
Morgan Stanley
5
Morgan Stanley
New York
$3.21M 36,644 +1,845 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.39M 27,373 -1,747 -6%
AAS
7
Avantax Advisory Services
Texas
$2.33M 26,623 +1,671 +7%
BWA
8
Beam Wealth Advisors
Louisiana
$2.14M 24,423 +600 +3%
Wells Fargo
9
Wells Fargo
California
$1.94M 22,186 -15,751 -42%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.68M 19,161 -1,500 -7%
CTC
11
Central Trust Company
Missouri
$1.5M 17,186 +1,869 +12%
MA
12
Mutual Advisors
Nebraska
$1.42M 16,220 +6,804 +72%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.24M 14,161 +1,944 +16%
FMB
14
Field & Main Bank
Kentucky
$1.14M 13,080 +1,409 +12%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.03M 11,818 +280 +2%
DAS
16
Dynamic Advisor Solutions
Arizona
$1.02M 11,628 +586 +5%
GWM
17
Geneos Wealth Management
Colorado
$892K 10,193 -30 -0.3%
AWM
18
AE Wealth Management
Kansas
$786K 8,988 +8,988 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$773K 8,834 -2,192 -20%
PAG
20
Private Advisor Group
New Jersey
$772K 8,821 +8,821 New
TRCT
21
Tower Research Capital (TRC)
New York
$685K 7,826 +382 +5%
Citadel Advisors
22
Citadel Advisors
Florida
$585K 6,683 +6,683 New
SWA
23
Stratos Wealth Advisors
Ohio
$568K 6,494 +414 +7%
CW
24
CreativeOne Wealth
Kansas
$540K 6,171 -536 -8%
GT
25
Glenmede Trust
Pennsylvania
$523K 5,975 – –
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