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Invesco Active US Real Estate Fund
PSR

47 hedge funds and large institutions have $42.8M invested in Invesco Active US Real Estate Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

9% more capital invested

Capital invested by funds: $39.4M → $42.8M (+$3.42M)

3.65% less ownership

Funds ownership: 46.81% → 43.17% (-3.6%)

6% less funds holding

Funds holding: 50 → 47 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
+$1.86M
2
LPL Financial
LPL Financial
California
+$535K
3
GM
GeoWealth Management
Illinois
+$374K
4
UBS Group
UBS Group
Switzerland
+$371K
5
BC
Brio Consultants
California
+$366K

Top Sellers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
-$1.27M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$902K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$875K
4
Citadel Advisors
Citadel Advisors
Florida
-$508K
5
Osaic Holdings
Osaic Holdings
Arizona
-$470K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$314K +$7.14K +80 +2%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$306K – – –
RJA
28
Raymond James & Associates
Florida
$296K +$20.3K +227 +8%
GWM
29
Geneos Wealth Management
Colorado
$293K +$10.6K +119 +4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$287K -$38.3K -429 -12%
WA
31
WBH Advisory
Maryland
$242K – – –
CA
32
Cambridge Advisors
Nebraska
$239K +$3.84K +43 +2%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$234K – – –
OFG
34
Omega Financial Group
California
$225K +$1.7K +19 +0.8%
EH
35
Equitable Holdings
New York
$225K +$214K +2,401 New
CFO
36
CVA Family Office
Colorado
$210K – – –
HI
37
Harbour Investments
Wisconsin
$111K +$106K +1,185 New
SFS
38
Sowell Financial Services
Arkansas
$61K -$2.05K -23 -4%
AIP
39
Ameritas Investment Partners
Nebraska
$41K – – –
SIM
40
Sonora Investment Management
Arizona
$39K – – –
TRCT
41
Tower Research Capital (TRC)
New York
$37K -$133K -1,487 -79%
CFGS
42
Concourse Financial Group Securities
Alabama
$33K +$4.46K +50 +17%
AIC
43
Ameritas Investment Company
Nebraska
$26.5K +$25.2K +283 New
COCM
44
Charter Oak Capital Management
New Hampshire
$23K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$15K – – –
William Blair & Company
46
William Blair & Company
Illinois
$9K -$8.21K -92 -49%
IBOK
47
Independence Bank of Kentucky
Kentucky
$9K – – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
– -$875K -10,074 Closed
Citadel Advisors
49
Citadel Advisors
Florida
– -$508K -5,844 Closed
WAS
50
Wealth Advisory Solutions
Indiana
– -$264K -3,043 Closed
1
2
3

PSR Hedge Fund Activity: Q1 2021 in Review

47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q1 2021, worth a combined $42.8M — up 8.7% from $39.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PSR and 4 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 23 added.

The largest buyer was CreativeOne Wealth, adding an estimated $1.86M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $1.27M.

  • 47 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q1 2021, down from 50 in Q4 2020.
  • Funds reported $42.8M of Invesco Active US Real Estate Fund stock for Q1 2021, up 8.7% quarter-over-quarter.
  • 4 funds opened new Invesco Active US Real Estate Fund positions in Q1 2021 and 6 closed out, a net change of -2 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q1 2021 was CreativeOne Wealth, an estimated $1.86M added.
  • The largest Invesco Active US Real Estate Fund seller in Q1 2021 was Steward Partners Investment Advisory, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2021.