Invesco Active US Real Estate Fund
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.78M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.39M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.19M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$557K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$371K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$6.47M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$3.88M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.29M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$751K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$713K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
76
Strategic Asset Management
Rochester,
Minnesota
| – | -$37K | -351 | Closed |
|
77
UBS Group
Zurich,
Switzerland
| – | +$334 | +3 | New |
|
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.