Invesco Active US Real Estate Fund
34 hedge funds and large institutions have $52.1M invested in Invesco Active US Real Estate Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 5 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
118% more capital invested
Capital invested by funds: $23.9M → $52.1M (+$28.2M)
42% more funds holding
Funds holding: 24 → 34 (+10)
7.09% more ownership
Funds ownership: 42.43% → 49.52% (+7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$16.7M |
| 2 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$5.92M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.6M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.15M |
| 5 |
Goldman Sachs
New York
|
+$943K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.35M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.17M |
| 3 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$1M |
| 4 |
Morgan Stanley
New York
|
-$223K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$163K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPA
26
Capital Planning Advisors
Roseville,
California
| $223K | +$217K | +2,326 | New |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $96K | +$93 | +1 | +0.1% |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $74K | +$56.6K | +607 | +366% |
|
|
SFS
29
Sowell Financial Services
North Little Rock,
Arkansas
| $51K | +$49.4K | +529 | New |
|
|
FHA
30
Flagship Harbor Advisors
Boston,
Massachusetts
| $27K | – | – | – |
|
|
AA
31
Advisory Alpha
Holland,
Michigan
| $12.9K | +$12.6K | +135 | New |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $6K | +$6.44K | +69 | New |
|
|
CIAS
33
Capital Investment Advisory Services
Raleigh,
North Carolina
| $5K | – | – | – |
|
|
CFD
34
Creative Financial Designs
Kokomo,
Indiana
| $3K | +$2.52K | +27 | New |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$1.35M | -15,055 | Closed |
|
|
CWM
36
Centric Wealth Management
Chicago,
Illinois
| – | -$1M | -11,192 | Closed |
|
|
AC
37
Avestar Capital
New York
| – | -$43K | -500 | Closed |
|
|
CFGS
38
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$37.3K | -400 | Closed |
|
PSR Hedge Fund Activity: Q3 2019 in Review
34 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q3 2019, worth a combined $52.1M — up 118% from $23.9M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PSR positions and 5 closed out — a net gain of 10 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was Barber Financial Group, opening a new position worth an estimated $16.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.35M sold.
- 34 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q3 2019, up from 24 in Q2 2019.
- Funds reported $52.1M of Invesco Active US Real Estate Fund stock for Q3 2019, up 118% quarter-over-quarter.
- 15 funds opened new Invesco Active US Real Estate Fund positions in Q3 2019 and 5 closed out, a net change of +10 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q3 2019 was Barber Financial Group, an estimated $16.7M added.
- The largest Invesco Active US Real Estate Fund seller in Q3 2019 was Citadel Advisors, an estimated $1.35M sold.
Based on aggregated 13F filings for Q3 2019.