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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

49 hedge funds and large institutions have $34.8M invested in Invesco Active US Real Estate Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
18
Closed
7
Calls
–
Puts
$488K
Net Calls
-$488K
Net Calls Change
-$488K

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$4M
2
SFC
2
Swisher Financial Concepts
Ohio
$1.6M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.26M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.98M
5
CA
5
Cambridge Advisors
Nebraska
$221K

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$1.02M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$253K
3
TRCT
3
Tower Research Capital (TRC)
New York
$221K
4
Invesco
4
Invesco
Georgia
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.17M -$224K -2,275 -5%
MFG
2
Merit Financial Group
Georgia
$4M +$3.66M +37,145 +1,058%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.22M +$42.9K +436 +1%
Morgan Stanley
4
Morgan Stanley
New York
$2.98M +$238K +2,421 +9%
AAS
5
Avantax Advisory Services
Texas
$1.84M -$164K -1,669 -8%
KAS
6
Kestra Advisory Services
Texas
$1.78M -$37.7K -383 -2%
SFC
7
Swisher Financial Concepts
Ohio
$1.6M +$1.6M +16,626 New
AFA
8
AA Financial Advisors
Ohio
$1.55M +$35K +355 +2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.26M +$254K +2,579 +25%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.2M -$83.3K -846 -7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.17M -$313K -3,177 -21%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.11M -$122K -1,238 -10%
SFC
13
Strategic Financial Concepts
Texas
$1.02M -$96.2M -976,590 -99%
HAS
14
HBW Advisory Services
California
$892K +$3.25K +33 +0.4%
SPIA
15
Steward Partners Investment Advisory
New York
$624K -$12.1K -123 -2%
GT
16
Glenmede Trust
Pennsylvania
$589K – – –
MHWM
17
Montz Harcus Wealth Management
Louisiana
$588K +$16.4K +166 +3%
AIP
18
Ameritas Investment Partners
Nebraska
$540K -$12K -122 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$450K -$1.58K -16 -0.3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$405K -$16.2K -164 -4%
Goldman Sachs
21
Goldman Sachs
New York
$383K – – –
CW
22
CreativeOne Wealth
Kansas
$378K +$17.2K +175 +5%
GWM
23
Geneos Wealth Management
Colorado
$331K -$86.3K -876 -21%
CTC
24
Central Trust Company
Missouri
$275K -$94.4K -958 -26%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$253K -$1.61M -16,325 -86%
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