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Invesco Active US Real Estate Fund
PSR

44 hedge funds and large institutions have $37.4M invested in Invesco Active US Real Estate Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.53% less ownership

Funds ownership: 51.2% → 45.67% (-5.5%)

14% less funds holding

Funds holding: 51 → 44 (-7)

24% less capital invested

Capital invested by funds: $49.6M → $37.4M (-$12.1M)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
44
Holders Change
-7
Holders Change %
-13.73%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
+$2.51M
2
GM
GeoWealth Management
Illinois
+$1.5M
3
SWA
Stratos Wealth Advisors
Ohio
+$332K
4
CA
Cambridge Advisors
Nebraska
+$205K
5
BC
Brio Consultants
California
+$187K

Top Sellers

Rank Fund Capital Flow
1
LWAC
Laurel Wealth Advisors (California)
California
-$2.39M
2
WAS
Wealth Advisory Solutions
Indiana
-$2.21M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.2M
4
RJA
Raymond James & Associates
Florida
-$1.95M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
26
Moody National Bank Trust Division
Texas
$282K -$20.9K -254 -7%
DAS
27
Dynamic Advisor Solutions
Arizona
$277K +$55.3K +672 +25%
WAS
28
Wealth Advisory Solutions
Indiana
$262K -$2.21M -26,886 -89%
RJA
29
Raymond James & Associates
Florida
$238K -$1.95M -23,737 -89%
OFG
30
Omega Financial Group
California
$231K +$1.81K +22 +0.8%
WA
31
WBH Advisory
Maryland
$210K – – –
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$203K – – –
CA
33
Cambridge Advisors
Nebraska
$202K +$205K +2,490 New
CFO
34
CVA Family Office
Colorado
$182K -$93K -1,130 -33%
UBS Group
35
UBS Group
Switzerland
$168K -$175K -2,122 -51%
GWM
36
Geneos Wealth Management
Colorado
$154K -$76.8K -933 -32%
Morgan Stanley
37
Morgan Stanley
New York
$106K -$6.25K -76 -6%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$91K +$988 +12 +1%
SFS
39
Sowell Financial Services
Arkansas
$52K -$35.7K -434 -40%
CAGAS
40
Capital Advisory Group Advisory Services
Minnesota
$43K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$42K -$39.2K -476 -48%
AIP
42
Ameritas Investment Partners
Nebraska
$36K – – –
CFGS
43
Concourse Financial Group Securities
Alabama
$24K – – –
FHA
44
Flagship Harbor Advisors
Massachusetts
$22K – – –
IBOK
45
Independence Bank of Kentucky
Kentucky
$8K +$8.23K +100 New
LWAC
46
Laurel Wealth Advisors (California)
California
– -$2.39M -29,663 Closed
SPC
47
Sigma Planning Corp
Michigan
– -$1.36M -16,909 Closed
CFD
48
Creative Financial Designs
Indiana
– -$837K -10,379 Closed
CF
49
Centaurus Financial
California
– -$817K -10,131 Closed
CPA
50
Capital Planning Advisors
California
– -$310K -3,843 Closed
1
2
3

PSR Hedge Fund Activity: Q3 2020 in Review

44 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q3 2020, worth a combined $37.4M — down 24% from $49.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PSR and 3 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 13 added.

The largest buyer was CreativeOne Wealth, adding an estimated $2.51M. The largest seller was Laurel Wealth Advisors (California), exiting entirely with an estimated $2.39M sold.

  • 44 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q3 2020, down from 51 in Q2 2020.
  • Funds reported $37.4M of Invesco Active US Real Estate Fund stock for Q3 2020, down 24% quarter-over-quarter.
  • 3 funds opened new Invesco Active US Real Estate Fund positions in Q3 2020 and 10 closed out, a net change of -7 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q3 2020 was CreativeOne Wealth, an estimated $2.51M added.
  • The largest Invesco Active US Real Estate Fund seller in Q3 2020 was Laurel Wealth Advisors (California), an estimated $2.39M sold.

Based on aggregated 13F filings for Q3 2020.