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Invesco Active US Real Estate Fund
PSR

73 hedge funds and large institutions have $67.2M invested in Invesco Active US Real Estate Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

24% more funds holding

Funds holding: 59 → 73 (+14)

6% more capital invested

Capital invested by funds: $63.7M → $67.2M (+$3.5M)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

1.71% less ownership

Funds ownership: 49.85% → 48.15% (-1.7%)

Holders
73
Holders Change
+14
Holders Change %
+23.73%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
17
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
+$1.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.39M
3
IA
IFP Advisors
Florida
+$1.19M
4
PAG
Private Advisor Group
New Jersey
+$557K
5
GWM
Geneos Wealth Management
Colorado
+$371K

Top Sellers

Rank Fund Capital Flow
1
FHC
First Heartland Consultants
Missouri
-$6.47M
2
FTUS
Flow Traders U.S.
New York
-$3.88M
3
CW
CreativeOne Wealth
Kansas
-$1.29M
4
KAS
Kestra Advisory Services
Texas
-$751K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$713K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$218K +$203K +1,818 New
UWM
52
USAdvisors Wealth Management
Minnesota
$209K +$194K +1,738 New
GRP
53
Global Retirement Partners
California
$117K +$93K +835 +596%
AIP
54
Ameritas Investment Partners
Nebraska
$53K – – –
CFGS
55
Concourse Financial Group Securities
Alabama
$42K – – –
HFA
56
HC Financial Advisors
California
$34K +$31.3K +281 New
COCM
57
Charter Oak Capital Management
New Hampshire
$30K – – –
SCA
58
Snowden Capital Advisors
New York
$24K +$22.7K +204 New
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$23K +$21.3K +191 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$22K – – –
JP Morgan Chase
61
JP Morgan Chase
New York
$16K +$15K +135 New
IBOK
62
Independence Bank of Kentucky
Kentucky
$12K – – –
William Blair & Company
63
William Blair & Company
Illinois
$11K – – –
AA
64
Addison Advisors
Vermont
$8K – – –
CCM
65
Covington Capital Management
California
$5K – – –
BWM
66
Baystate Wealth Management
Massachusetts
$4K +$3.45K +31 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$2K +$2.23K +20 New
FHC
68
First Heartland Consultants
Missouri
$1.02K -$6.47M -58,114 -87%
HI
69
Harbour Investments
Wisconsin
$1K -$116K -1,038 -99%
PA
70
PSI Advisors
Florida
$1K – – –
BBHC
71
Brown Brothers Harriman & Co
New York
$1 – – –
FTUS
72
Flow Traders U.S.
New York
– -$3.88M -37,654 Closed
KAS
73
Kestra Advisory Services
Texas
– -$751K -7,284 Closed
TRCT
74
Tower Research Capital (TRC)
New York
– -$584K -5,661 Closed
AC
75
Apella Capital
Connecticut
– -$337K -3,268 Closed
1 2
3
4

PSR Hedge Fund Activity: Q4 2021 in Review

73 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q4 2021, worth a combined $67.2M — up 5.5% from $63.7M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PSR positions and 5 closed out — a net gain of 16 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $1.78M. The largest seller was First Heartland Consultants, cutting an estimated $6.47M.

  • 73 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q4 2021, up from 59 in Q3 2021.
  • Funds reported $67.2M of Invesco Active US Real Estate Fund stock for Q4 2021, up 5.5% quarter-over-quarter.
  • 21 funds opened new Invesco Active US Real Estate Fund positions in Q4 2021 and 5 closed out, a net change of +16 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q4 2021 was Steward Partners Investment Advisory, an estimated $1.78M added.
  • The largest Invesco Active US Real Estate Fund seller in Q4 2021 was First Heartland Consultants, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2021.