Invesco Active US Real Estate Fund
50 hedge funds and large institutions have $53.6M invested in Invesco Active US Real Estate Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
25% more capital invested
Capital invested by funds: $42.8M → $53.6M (+$10.8M)
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
6% more funds holding
Funds holding: 47 → 50 (+3)
0.31% more ownership
Funds ownership: 43.17% → 43.47% (+0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$4.15M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$3.93M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.01M |
| 4 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$1.5M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$805K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$5.92M |
| 2 |
Goldman Sachs
New York
|
-$481K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$396K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$244K |
| 5 |
WA
WBH Advisory
Baltimore,
Maryland
|
-$242K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
51
WBH Advisory
Baltimore,
Maryland
| – | -$242K | -2,588 | Closed |
|
|
SFS
52
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$61K | -615 | Closed |
|
|
AIC
53
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$26.5K | -283 | Closed |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$15K | -156 | Closed |
|
PSR Hedge Fund Activity: Q2 2021 in Review
50 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q2 2021, worth a combined $53.6M — up 25% from $42.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PSR positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Financial Advocates Investment Management, opening a new position worth an estimated $4.15M. The largest seller was CreativeOne Wealth, cutting an estimated $5.92M.
- 50 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q2 2021, up from 47 in Q1 2021.
- Funds reported $53.6M of Invesco Active US Real Estate Fund stock for Q2 2021, up 25% quarter-over-quarter.
- 9 funds opened new Invesco Active US Real Estate Fund positions in Q2 2021 and 5 closed out, a net change of +4 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q2 2021 was Financial Advocates Investment Management, an estimated $4.15M added.
- The largest Invesco Active US Real Estate Fund seller in Q2 2021 was CreativeOne Wealth, an estimated $5.92M sold.
Based on aggregated 13F filings for Q2 2021.