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Invesco Active US Real Estate Fund
PSR

59 hedge funds and large institutions have $63.7M invested in Invesco Active US Real Estate Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

19% more capital invested

Capital invested by funds: $53.6M → $63.7M (+$10.2M)

18% more funds holding

Funds holding: 50 → 59 (+9)

6.38% more ownership

Funds ownership: 43.47% → 49.85% (+6.4%)

Holders
59
Holders Change
+9
Holders Change %
+18%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FHC
First Heartland Consultants
Missouri
+$7.18M
2
FTUS
Flow Traders U.S.
New York
+$4.06M
3
Citadel Advisors
Citadel Advisors
Florida
+$798K
4
KAS
Kestra Advisory Services
Texas
+$786K
5
LPL Financial
LPL Financial
California
+$594K

Top Sellers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
-$3.44M
2
AC
Apella Capital
Connecticut
-$1.25M
3
CW
CreativeOne Wealth
Kansas
-$662K
4
ARC
Advisor Resource Council
Texas
-$399K
5
IA
IFP Advisors
Florida
-$362K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$584K +$339K +3,144 +125%
SWA
27
Stratos Wealth Advisors
Ohio
$500K +$20.9K +194 +4%
SWM
28
Sculati Wealth Management
Michigan
$439K -$64.7K -600 -12%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$422K +$19.4K +180 +5%
Goldman Sachs
30
Goldman Sachs
New York
$401K – – –
CTC
31
Central Trust Company
Missouri
$351K +$367K +3,406 New
AC
32
Apella Capital
Connecticut
$337K -$1.25M -11,619 -78%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$328K -$21.6K -200 -6%
RJA
34
Raymond James & Associates
Florida
$326K – – –
MNBTD
35
Moody National Bank Trust Division
Texas
$317K -$36.9K -342 -10%
CA
36
Cambridge Advisors
Nebraska
$269K +$4.1K +38 +1%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$258K – – –
EH
38
Equitable Holdings
New York
$248K – – –
WAS
39
Wealth Advisory Solutions
Indiana
$229K -$15K -139 -6%
IWN
40
Independent Wealth Network
Iowa
$227K +$218K +2,021 New
OFG
41
Omega Financial Group
California
$226K -$1.19K -11 -0.5%
PSF
42
Pacific Sun Financial
California
$219K +$229K +2,126 New
Wells Fargo
43
Wells Fargo
California
$218K -$25.5K -236 -10%
CFO
44
CVA Family Office
Colorado
$182K – – –
HI
45
Harbour Investments
Wisconsin
$108K -$14.7K -136 -11%
AIP
46
Ameritas Investment Partners
Nebraska
$45K – – –
SIM
47
Sonora Investment Management
Arizona
$43K – – –
SAM
48
Strategic Asset Management
Minnesota
$37K +$37.9K +351 New
CFGS
49
Concourse Financial Group Securities
Alabama
$36K – – –
COCM
50
Charter Oak Capital Management
New Hampshire
$26K – – –
1
2
3

PSR Hedge Fund Activity: Q3 2021 in Review

59 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q3 2021, worth a combined $63.7M — up 19% from $53.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PSR positions and 2 closed out — a net gain of 9 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was First Heartland Consultants, opening a new position worth an estimated $7.18M. The largest seller was GeoWealth Management, cutting an estimated $3.44M.

  • 59 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q3 2021, up from 50 in Q2 2021.
  • Funds reported $63.7M of Invesco Active US Real Estate Fund stock for Q3 2021, up 19% quarter-over-quarter.
  • 11 funds opened new Invesco Active US Real Estate Fund positions in Q3 2021 and 2 closed out, a net change of +9 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q3 2021 was First Heartland Consultants, an estimated $7.18M added.
  • The largest Invesco Active US Real Estate Fund seller in Q3 2021 was GeoWealth Management, an estimated $3.44M sold.

Based on aggregated 13F filings for Q3 2021.