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Invesco Active US Real Estate Fund

53 hedge funds and large institutions have $26.3M invested in Invesco Active US Real Estate Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.71M -$230K -2,524 -8%
Morgan Stanley
2
Morgan Stanley
New York
$2.02M -$391K -4,282 -16%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.79M +$191K +2,090 +12%
AAS
4
Avantax Advisory Services
Texas
$1.71M +$822 +9 +0%
LPL Financial
5
LPL Financial
California
$1.69M -$538K -5,889 -24%
Raymond James Financial
6
Raymond James Financial
Florida
$1.34M +$34.9K +382 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.17M -$107K -1,171 -8%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.03M -$2.89K -32 -0.3%
SFC
9
Strategic Financial Concepts
Texas
$1.02M -$14.8K -162 -1%
TRCT
10
Tower Research Capital (TRC)
New York
$846K -$136K -1,493 -14%
MHWM
11
Montz Harcus Wealth Management
Louisiana
$804K +$47.6K +521 +6%
HAS
12
HBW Advisory Services
California
$783K -$190K -2,083 -20%
AFA
13
AA Financial Advisors
Ohio
$783K -$526K -5,760 -40%
Citadel Advisors
14
Citadel Advisors
Florida
$641K +$347K +3,796 +118%
AO
15
Advisor OS
Illinois
$548K +$339K +3,715 +162%
GIM
16
Glenmede Investment Management
Pennsylvania
$546K +$546K +5,975 New
SPIA
17
Steward Partners Investment Advisory
New York
$537K +$5.11K +56 +1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$533K +$70.3K +770 +15%
BC
19
Brio Consultants
California
$489K +$489K +5,354 New
AIP
20
Ameritas Investment Partners
Nebraska
$459K -$5.39K -59 -1%
MFG
21
Merit Financial Group
Georgia
$458K +$1.92K +21 +0.4%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$405K +$34.1K +376 +9%
Goldman Sachs
23
Goldman Sachs
New York
$355K -$913 -10 -0.3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$323K +$7.3K +80 +2%
GWM
25
Geneos Wealth Management
Colorado
$295K -$261K -2,856 -47%