Invesco Active US Real Estate Fund
47 hedge funds and large institutions have $42.8M invested in Invesco Active US Real Estate Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 6 closing their positions.
156% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 9
9% more capital invested
Capital invested by funds: $39.4M → $42.8M (+$3.42M)
3.65% less ownership
Funds ownership: 46.81% → 43.17% (-3.6%)
6% less funds holding
Funds holding: 50 → 47 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.86M |
| 2 |
LPL Financial
San Diego,
California
|
+$535K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$374K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$371K |
| 5 |
BC
Brio Consultants
San Francisco,
California
|
+$366K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.27M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$902K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$875K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$508K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$470K |
PSR Hedge Fund Activity: Q1 2021 in Review
47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q1 2021, worth a combined $42.8M — up 8.7% from $39.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PSR and 4 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 23 added.
The largest buyer was CreativeOne Wealth, adding an estimated $1.86M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $1.27M.
- 47 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q1 2021, down from 50 in Q4 2020.
- Funds reported $42.8M of Invesco Active US Real Estate Fund stock for Q1 2021, up 8.7% quarter-over-quarter.
- 4 funds opened new Invesco Active US Real Estate Fund positions in Q1 2021 and 6 closed out, a net change of -2 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q1 2021 was CreativeOne Wealth, an estimated $1.86M added.
- The largest Invesco Active US Real Estate Fund seller in Q1 2021 was Steward Partners Investment Advisory, an estimated $1.27M sold.
Based on aggregated 13F filings for Q1 2021.