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Invesco Active US Real Estate Fund
PSR

46 hedge funds and large institutions have $50.1M invested in Invesco Active US Real Estate Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

7% more funds holding

Funds holding: 43 → 46 (+3)

3.71% more ownership

Funds ownership: 49.75% → 53.45% (+3.7%)

22% less capital invested

Capital invested by funds: $64.3M → $50.1M (-$14.2M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
15
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.26M
2
Truist Financial
Truist Financial
North Carolina
+$3.11M
3
AFP
Ausdal Financial Partners
Iowa
+$2M
4
PAG
Private Advisor Group
New Jersey
+$1.99M
5
SPIA
Steward Partners Investment Advisory
New York
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
BFG
Barber Financial Group
Kansas
-$13M
2
NCM
Niemann Capital Management
Nevada
-$2.44M
3
FHC
First Heartland Consultants
Missouri
-$1.48M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$940K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$701K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$338K -$940K -10,363 -69%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$316K -$633K -6,976 -61%
CFO
28
CVA Family Office
Colorado
$272K -$89.3K -985 -21%
IA
29
IFP Advisors
Florida
$260K +$14.5K +160 +5%
Jane Street
30
Jane Street
New York
$251K +$318K +3,503 New
FAAS
31
First Allied Advisory Services
California
$246K -$351K -3,873 -53%
SFS
32
Sowell Financial Services
Arkansas
$234K +$100K +1,108 +52%
GWM
33
Geneos Wealth Management
Colorado
$210K +$35.1K +387 +15%
OFG
34
Omega Financial Group
California
$203K +$257K +2,828 New
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$179K -$90.7K -1,000 -29%
TRCT
36
Tower Research Capital (TRC)
New York
$177K +$224K +2,466 New
Morgan Stanley
37
Morgan Stanley
New York
$152K -$614K -6,768 -76%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$80K +$101K +1,111 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$72K – – –
AIC
40
Ameritas Investment Company
Nebraska
$39K +$53.3K +588 New
CAGAS
41
Capital Advisory Group Advisory Services
Minnesota
$38K +$48.1K +530 New
UBS Group
42
UBS Group
Switzerland
$30K +$38.4K +423 New
CFGS
43
Concourse Financial Group Securities
Alabama
$22K – – –
FHA
44
Flagship Harbor Advisors
Massachusetts
$20K -$1.09K -12 -4%
AA
45
Advisory Alpha
Michigan
$10.1K – – –
OPS
46
Orion Portfolio Solutions
Nebraska
$7K +$9.16K +101 New
NCM
47
Niemann Capital Management
Nevada
– -$2.44M -25,479 Closed
FHC
48
First Heartland Consultants
Missouri
– -$1.48M -15,417 Closed
MNBTD
49
Moody National Bank Trust Division
Texas
– -$264K -2,752 Closed
WA
50
WBH Advisory
Maryland
– -$247K -2,587 Closed
1
2
3

PSR Hedge Fund Activity: Q1 2020 in Review

46 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q1 2020, worth a combined $50.1M — down 22% from $64.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PSR positions and 10 closed out — a net gain of 5 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.26M. The largest seller was Barber Financial Group, cutting an estimated $13M.

  • 46 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q1 2020, up from 43 in Q4 2019.
  • Funds reported $50.1M of Invesco Active US Real Estate Fund stock for Q1 2020, down 22% quarter-over-quarter.
  • 15 funds opened new Invesco Active US Real Estate Fund positions in Q1 2020 and 10 closed out, a net change of +5 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q1 2020 was Goldman Sachs, an estimated $5.26M added.
  • The largest Invesco Active US Real Estate Fund seller in Q1 2020 was Barber Financial Group, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2020.