Invesco Active US Real Estate Fund
46 hedge funds and large institutions have $50.1M invested in Invesco Active US Real Estate Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
7% more funds holding
Funds holding: 43 → 46 (+3)
3.71% more ownership
Funds ownership: 49.75% → 53.45% (+3.7%)
22% less capital invested
Capital invested by funds: $64.3M → $50.1M (-$14.2M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$5.26M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$3.11M |
| 3 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$2M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.99M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$13M |
| 2 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$2.44M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$1.48M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$940K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$701K |
PSR Hedge Fund Activity: Q1 2020 in Review
46 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q1 2020, worth a combined $50.1M — down 22% from $64.3M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PSR positions and 10 closed out — a net gain of 5 holders — while 15 added to existing stakes and 13 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $5.26M. The largest seller was Barber Financial Group, cutting an estimated $13M.
- 46 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q1 2020, up from 43 in Q4 2019.
- Funds reported $50.1M of Invesco Active US Real Estate Fund stock for Q1 2020, down 22% quarter-over-quarter.
- 15 funds opened new Invesco Active US Real Estate Fund positions in Q1 2020 and 10 closed out, a net change of +5 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q1 2020 was Goldman Sachs, an estimated $5.26M added.
- The largest Invesco Active US Real Estate Fund seller in Q1 2020 was Barber Financial Group, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2020.