Invesco Active US Real Estate Fund
59 hedge funds and large institutions have $63.7M invested in Invesco Active US Real Estate Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
19% more capital invested
Capital invested by funds: $53.6M → $63.7M (+$10.2M)
18% more funds holding
Funds holding: 50 → 59 (+9)
6.38% more ownership
Funds ownership: 43.47% → 49.85% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$7.18M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$4.06M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$798K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$786K |
| 5 |
LPL Financial
San Diego,
California
|
+$594K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$3.44M |
| 2 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$1.25M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$662K |
| 4 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$399K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$362K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $19K | – | – | – |
|
|
GRP
52
Global Retirement Partners
San Rafael,
California
| $14K | +$15.1K | +140 | New |
|
|
IBOK
53
Independence Bank of Kentucky
Owensboro,
Kentucky
| $10K | – | – | – |
|
54
William Blair & Company
Chicago,
Illinois
| $10K | – | – | – |
|
|
AA
55
Addison Advisors
Middlebury,
Vermont
| $7K | – | – | – |
|
|
CCM
56
Covington Capital Management
Los Angeles,
California
| $4K | +$1.83K | +17 | +77% |
|
|
PA
57
PSI Advisors
Tampa,
Florida
| $1K | +$1.08K | +10 | New |
|
|
BBHC
58
Brown Brothers Harriman & Co
New York
| $1 | +$1.08K | +10 | New |
|
|
ARC
59
Advisor Resource Council
Dallas,
Texas
| – | -$399K | -3,859 | Closed |
|
|
PWS
60
Paragon Wealth Strategies
Jacksonville,
Florida
| – | -$1K | -13 | Closed |
|
PSR Hedge Fund Activity: Q3 2021 in Review
59 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q3 2021, worth a combined $63.7M — up 19% from $53.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PSR positions and 2 closed out — a net gain of 9 holders — while 20 added to existing stakes and 13 trimmed.
The largest buyer was First Heartland Consultants, opening a new position worth an estimated $7.18M. The largest seller was GeoWealth Management, cutting an estimated $3.44M.
- 59 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q3 2021, up from 50 in Q2 2021.
- Funds reported $63.7M of Invesco Active US Real Estate Fund stock for Q3 2021, up 19% quarter-over-quarter.
- 11 funds opened new Invesco Active US Real Estate Fund positions in Q3 2021 and 2 closed out, a net change of +9 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q3 2021 was First Heartland Consultants, an estimated $7.18M added.
- The largest Invesco Active US Real Estate Fund seller in Q3 2021 was GeoWealth Management, an estimated $3.44M sold.
Based on aggregated 13F filings for Q3 2021.