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Invesco Active US Real Estate Fund
PSR

73 hedge funds and large institutions have $67.2M invested in Invesco Active US Real Estate Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

24% more funds holding

Funds holding: 59 → 73 (+14)

6% more capital invested

Capital invested by funds: $63.7M → $67.2M (+$3.5M)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

1.71% less ownership

Funds ownership: 49.85% → 48.15% (-1.7%)

Holders
73
Holders Change
+14
Holders Change %
+23.73%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
17
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
+$1.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.39M
3
IA
IFP Advisors
Florida
+$1.19M
4
PAG
Private Advisor Group
New Jersey
+$557K
5
GWM
Geneos Wealth Management
Colorado
+$371K

Top Sellers

Rank Fund Capital Flow
1
FHC
First Heartland Consultants
Missouri
-$6.47M
2
FTUS
Flow Traders U.S.
New York
-$3.88M
3
CW
CreativeOne Wealth
Kansas
-$1.29M
4
KAS
Kestra Advisory Services
Texas
-$751K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$713K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$600K +$557K +4,997 New
SWA
27
Stratos Wealth Advisors
Ohio
$593K +$10.5K +94 +2%
CTC
28
Central Trust Company
Missouri
$585K +$163K +1,465 +43%
Goldman Sachs
29
Goldman Sachs
New York
$467K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$452K -$36.9K -331 -8%
SWM
31
Sculati Wealth Management
Michigan
$438K -$67.9K -610 -14%
CWM
32
Collaborative Wealth Management
Florida
$429K +$398K +3,573 New
MHWM
33
Montz Harcus Wealth Management
Louisiana
$369K +$342K +3,069 New
MNBTD
34
Moody National Bank Trust Division
Texas
$359K -$10.2K -92 -3%
IWM
35
IHT Wealth Management
Illinois
$350K +$324K +2,910 New
CA
36
Cambridge Advisors
Nebraska
$322K +$8.13K +73 +3%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$316K -$60.9K -547 -17%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$300K – – –
ARC
39
Advisor Resource Council
Texas
$299K +$277K +2,484 New
EH
40
Equitable Holdings
New York
$288K – – –
FIM
41
Freedom Investment Management
Connecticut
$287K +$266K +2,386 New
KNFPWM
42
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$280K +$260K +2,333 New
CFO
43
CVA Family Office
Colorado
$270K – – –
PSF
44
Pacific Sun Financial
California
$255K – – –
Wells Fargo
45
Wells Fargo
California
$254K -$111 -1 -0%
RJA
46
Raymond James & Associates
Florida
$251K -$119K -1,072 -34%
FPAS
47
Focus Partners Advisor Solutions
Missouri
$248K +$230K +2,063 New
OFG
48
Omega Financial Group
California
$239K -$22.4K -201 -9%
IWN
49
Independent Wealth Network
Iowa
$228K -$13.8K -124 -6%
Invesco
50
Invesco
Georgia
$224K +$208K +1,867 New
1
2
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PSR Hedge Fund Activity: Q4 2021 in Review

73 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q4 2021, worth a combined $67.2M — up 5.5% from $63.7M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PSR positions and 5 closed out — a net gain of 16 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $1.78M. The largest seller was First Heartland Consultants, cutting an estimated $6.47M.

  • 73 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q4 2021, up from 59 in Q3 2021.
  • Funds reported $67.2M of Invesco Active US Real Estate Fund stock for Q4 2021, up 5.5% quarter-over-quarter.
  • 21 funds opened new Invesco Active US Real Estate Fund positions in Q4 2021 and 5 closed out, a net change of +16 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q4 2021 was Steward Partners Investment Advisory, an estimated $1.78M added.
  • The largest Invesco Active US Real Estate Fund seller in Q4 2021 was First Heartland Consultants, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2021.