Invesco Active US Real Estate Fund
50 hedge funds and large institutions have $39.4M invested in Invesco Active US Real Estate Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
14% more funds holding
Funds holding: 44 → 50 (+6)
5% more capital invested
Capital invested by funds: $37.4M → $39.4M (+$1.93M)
1.15% more ownership
Funds ownership: 45.67% → 46.81% (+1.1%)
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.31M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$872K |
| 3 |
LPL Financial
San Diego,
California
|
+$327K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$296K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$296K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.72M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.29M |
| 3 |
Goldman Sachs
New York
|
-$846K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$463K |
| 5 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
-$273K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Rockefeller Capital Management
New York
| – | -$95.4K | -1,128 | -100% |
|
|
FHA
52
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$22K | -275 | Closed |
|
PSR Hedge Fund Activity: Q4 2020 in Review
50 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q4 2020, worth a combined $39.4M — up 5.1% from $37.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PSR positions and 1 closed out — a net gain of 7 holders — while 14 added to existing stakes and 18 trimmed.
The largest buyer was CreativeOne Wealth, adding an estimated $2.31M. The largest seller was Citadel Advisors, cutting an estimated $1.72M.
- 50 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q4 2020, up from 44 in Q3 2020.
- Funds reported $39.4M of Invesco Active US Real Estate Fund stock for Q4 2020, up 5.1% quarter-over-quarter.
- 8 funds opened new Invesco Active US Real Estate Fund positions in Q4 2020 and 1 closed out, a net change of +7 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q4 2020 was CreativeOne Wealth, an estimated $2.31M added.
- The largest Invesco Active US Real Estate Fund seller in Q4 2020 was Citadel Advisors, an estimated $1.72M sold.
Based on aggregated 13F filings for Q4 2020.