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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

52 hedge funds and large institutions have $2.86B invested in Invesco Active US Real Estate Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IUHSA
1
Itau Unibanco Holding S.A.
Brazil
$24.8M
2
VF
2
Virtu Financial
New York
$677K
3
TRCT
3
Tower Research Capital (TRC)
New York
$848K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$544K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.27M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.81B
2
KAS
2
Kestra Advisory Services
Texas
$0
3
SFC
3
Swisher Financial Concepts
Ohio
$889K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.36M
5
LPL Financial
5
LPL Financial
California
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.81B -$145M -1,606 -5%
IUHSA
2
Itau Unibanco Holding S.A.
Brazil
$24.8M +$24.8M +48,490 New
LPL Financial
3
LPL Financial
California
$3.65M -$170K -1,878 -4%
MFG
4
Merit Financial Group
Georgia
$3.56M -$115K -1,272 -3%
Morgan Stanley
5
Morgan Stanley
New York
$2.36M -$370K -4,098 -14%
AAS
6
Avantax Advisory Services
Texas
$1.65M -$37.8K -419 -2%
AFA
7
AA Financial Advisors
Ohio
$1.42M +$722 +8 +0.1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.29M +$141K +1,558 +12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.27M +$194K +2,153 +18%
Raymond James Financial
10
Raymond James Financial
Florida
$1.16M +$1.16M +12,800 New
Osaic Holdings
11
Osaic Holdings
Arizona
$1.12M +$18.6K +206 +2%
SFC
12
Strategic Financial Concepts
Texas
$973K +$36.7K +406 +4%
HAS
13
HBW Advisory Services
California
$913K +$95.5K +1,058 +12%
SFC
14
Swisher Financial Concepts
Ohio
$889K -$612K -6,781 -41%
TRCT
15
Tower Research Capital (TRC)
New York
$848K +$645K +7,146 +318%
VF
16
Virtu Financial
New York
$677K +$677K +7,494 New
MHWM
17
Montz Harcus Wealth Management
Louisiana
$670K +$132K +1,457 +24%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$544K +$312K +3,453 +134%
GT
19
Glenmede Trust
Pennsylvania
$539K – – –
SPIA
20
Steward Partners Investment Advisory
New York
$536K -$36.4K -403 -6%
AIP
21
Ameritas Investment Partners
Nebraska
$496K +$1.45K +16 +0.3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$399K -$13.2K -146 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$354K -$16.9K -187 -5%
Goldman Sachs
24
Goldman Sachs
New York
$351K – – –
CW
25
CreativeOne Wealth
Kansas
$309K -$38.4K -425 -11%
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