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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

49 hedge funds and large institutions have $36.7M invested in Invesco Active US Real Estate Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
49
Holders Change
-7
Holders Change %
-12.5%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
18
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.01M
2
SFC
2
Strategic Financial Concepts
Texas
$930K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.15M
4
CA
4
Cetera Advisors
Colorado
$466K
5
SPIA
5
Steward Partners Investment Advisory
New York
$3.89M

Top Sellers

1
MNBTD
1
Moody National Bank Trust Division
Texas
$1.75M
2
CA
2
Cambridge Associates
Massachusetts
$1.74M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.42M
4
Invesco
4
Invesco
Georgia
$218K
5
IUHSA
5
Itau Unibanco Holding S.A.
Brazil
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.58M 51,991 -2,618 -5%
SPIA
2
Steward Partners Investment Advisory
New York
$3.89M 44,175 +4,875 +12%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.01M 34,122 +34,122 New
Morgan Stanley
4
Morgan Stanley
New York
$2.42M 27,508 -51,294 -65%
AAS
5
Avantax Advisory Services
Texas
$1.77M 20,096 +1,609 +9%
MNBTD
6
Moody National Bank Trust Division
Texas
$1.75M 19,871 -68,412 -77%
CA
7
Cambridge Associates
Massachusetts
$1.74M 19,685 -68,276 -78%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.6M 18,154 -23,244 -56%
AFA
9
AA Financial Advisors
Ohio
$1.3M 14,716 +8 +0.1%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.21M 13,675 +927 +7%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.15M 13,035 +5,914 +83%
CTC
12
Central Trust Company
Missouri
$1.11M 12,556 +577 +5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.04M 11,749 -2,796 -19%
SFC
14
Strategic Financial Concepts
Texas
$930K 10,545 +10,545 New
Citadel Advisors
15
Citadel Advisors
Florida
$796K 9,028 -3,124 -26%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$706K 8,010 +3,562 +80%
TRCT
17
Tower Research Capital (TRC)
New York
$573K 6,505 -2,435 -27%
SWA
18
Stratos Wealth Advisors
Ohio
$539K 6,113 -825 -12%
GT
19
Glenmede Trust
Pennsylvania
$527K 5,975 – –
MHWM
20
Montz Harcus Wealth Management
Louisiana
$497K 5,639 +571 +11%
AIP
21
Ameritas Investment Partners
Nebraska
$491K 5,575 +26 +0.5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$489K 5,550 +271 +5%
CA
23
Cetera Advisors
Colorado
$466K 5,283 +5,283 New
GWM
24
Geneos Wealth Management
Colorado
$420K 4,759 -1,518 -24%
ACMA
25
Arbor Capital Management (Alaska)
Alaska
$413K 4,940 -52 -1%
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