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Invesco Active US Real Estate Fund
PSR

50 hedge funds and large institutions have $53.6M invested in Invesco Active US Real Estate Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

25% more capital invested

Capital invested by funds: $42.8M → $53.6M (+$10.8M)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

6% more funds holding

Funds holding: 47 → 50 (+3)

0.31% more ownership

Funds ownership: 43.17% → 43.47% (+0.31%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAIM
Financial Advocates Investment Management
Washington
+$4.15M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$3.93M
3
LPL Financial
LPL Financial
California
+$2.01M
4
AC
Apella Capital
Connecticut
+$1.5M
5
IA
IFP Advisors
Florida
+$805K

Top Sellers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
-$5.92M
2
Goldman Sachs
Goldman Sachs
New York
-$481K
3
UBS Group
UBS Group
Switzerland
-$396K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$244K
5
WA
WBH Advisory
Maryland
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$403K -$481K -4,781 -55%
ARC
27
Advisor Resource Council
Texas
$399K +$388K +3,859 New
MNBTD
28
Moody National Bank Trust Division
Texas
$354K – – –
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$350K +$31.1K +309 +10%
RJA
30
Raymond James & Associates
Florida
$327K – – –
CA
31
Cambridge Advisors
Nebraska
$266K +$1.41K +14 +0.5%
TRCT
32
Tower Research Capital (TRC)
New York
$261K +$214K +2,126 +544%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$259K – – –
EH
34
Equitable Holdings
New York
$249K – – –
Wells Fargo
35
Wells Fargo
California
$244K -$136K -1,349 -36%
WAS
36
Wealth Advisory Solutions
Indiana
$244K +$237K +2,357 New
CFO
37
CVA Family Office
Colorado
$233K – – –
OFG
38
Omega Financial Group
California
$228K -$19.9K -198 -8%
HI
39
Harbour Investments
Wisconsin
$123K – – –
AIP
40
Ameritas Investment Partners
Nebraska
$46K – – –
SIM
41
Sonora Investment Management
Arizona
$43K – – –
CFGS
42
Concourse Financial Group Securities
Alabama
$36K – – –
COCM
43
Charter Oak Capital Management
New Hampshire
$26K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$19K +$18.5K +184 New
IBOK
45
Independence Bank of Kentucky
Kentucky
$10K – – –
William Blair & Company
46
William Blair & Company
Illinois
$10K – – –
AA
47
Addison Advisors
Vermont
$7K +$6.44K +64 New
CCM
48
Covington Capital Management
California
$2K +$2.21K +22 New
PWS
49
Paragon Wealth Strategies
Florida
$1K +$1.31K +13 New
UBS Group
50
UBS Group
Switzerland
– -$396K -4,232 Closed
1
2
3

PSR Hedge Fund Activity: Q2 2021 in Review

50 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q2 2021, worth a combined $53.6M — up 25% from $42.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PSR positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Financial Advocates Investment Management, opening a new position worth an estimated $4.15M. The largest seller was CreativeOne Wealth, cutting an estimated $5.92M.

  • 50 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q2 2021, up from 47 in Q1 2021.
  • Funds reported $53.6M of Invesco Active US Real Estate Fund stock for Q2 2021, up 25% quarter-over-quarter.
  • 9 funds opened new Invesco Active US Real Estate Fund positions in Q2 2021 and 5 closed out, a net change of +4 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q2 2021 was Financial Advocates Investment Management, an estimated $4.15M added.
  • The largest Invesco Active US Real Estate Fund seller in Q2 2021 was CreativeOne Wealth, an estimated $5.92M sold.

Based on aggregated 13F filings for Q2 2021.