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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

55 hedge funds and large institutions have $51.6M invested in Invesco Active US Real Estate Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
55
Holders Change
-5
Holders Change %
-8.33%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
17
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APWA
1
Atlas Private Wealth Advisors
New Jersey
$14.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.84M
3
SFC
3
Strategic Financial Concepts
Texas
$743K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.37M
5
CAN
5
Cetera Advisor Networks
California
$217K

Top Sellers

1
HW
1
Hedeker Wealth
Illinois
$0
2
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$0
3
AWM
3
AE Wealth Management
Kansas
$0
4
MA
4
Mutual Advisors
Nebraska
$632K
5
LPL Financial
5
LPL Financial
California
$5.24M
Name Market Value Shares Shares
Change 		Shares
Change %
APWA
1
Atlas Private Wealth Advisors
New Jersey
$14.4M 182,157 +18,517 +11%
LPL Financial
2
LPL Financial
California
$5.24M 66,265 -7,780 -11%
SPIA
3
Steward Partners Investment Advisory
New York
$3.25M 41,153 +1,018 +3%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$2.62M 33,219 -5,541 -14%
Morgan Stanley
5
Morgan Stanley
New York
$2.61M 33,004 -3,366 -9%
AAS
6
Avantax Advisory Services
Texas
$2.03M 25,659 +1,085 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.84M 23,254 +5,913 +34%
Wells Fargo
8
Wells Fargo
California
$1.66M 21,015 -687 -3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.37M 17,284 +3,192 +23%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.32M 16,736 -2,162 -11%
PAG
11
Private Advisor Group
New Jersey
$1.26M 15,947 +2,613 +20%
FMB
12
Field & Main Bank
Kentucky
$1.05M 13,240 +120 +0.9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.02M 12,849 -661 -5%
CTC
14
Central Trust Company
Missouri
$981K 12,415 -530 -4%
Citadel Advisors
15
Citadel Advisors
Florida
$891K 11,272 -5,087 -31%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$763K 9,658 -2,696 -22%
SFC
17
Strategic Financial Concepts
Texas
$743K 9,409 +3,526 +60%
TRCT
18
Tower Research Capital (TRC)
New York
$669K 8,471 -2,595 -23%
GWM
19
Geneos Wealth Management
Colorado
$636K 8,051 -835 -9%
MA
20
Mutual Advisors
Nebraska
$632K 7,999 -9,369 -54%
SWA
21
Stratos Wealth Advisors
Ohio
$556K 7,032 +258 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$527K 6,671 -4,230 -39%
GT
23
Glenmede Trust
Pennsylvania
$472K 5,975 – –
Invesco
24
Invesco
Georgia
$452K 5,718 +1,221 +27%
AIP
25
Ameritas Investment Partners
Nebraska
$435K 5,504 -69 -1%
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