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Invesco Active US Real Estate Fund

24 hedge funds and large institutions have $23.9M invested in Invesco Active US Real Estate Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

38% more capital invested

Capital invested by funds: $17.3M → $23.9M (+$6.57M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4% more funds holding

Funds holding: 2324 (+1)

0.82% less ownership

Funds ownership: 43.26%42.43% (-0.82%)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brio Consultants
California
$5.63M +$93.5K +1,040 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.27M +$3.66M +40,737 +593%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.89M +$2.3M +25,546 +386%
LPL Financial
4
LPL Financial
California
$2.43M +$619K +6,890 +34%
Wells Fargo
5
Wells Fargo
California
$1.87M +$324K +3,603 +21%
Citadel Advisors
6
Citadel Advisors
Florida
$1.35M -$1.91M -21,217 -58%
CWM
7
Centric Wealth Management
Illinois
$1M +$1.01M +11,192 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$842K +$27.2K +303 +3%
Morgan Stanley
9
Morgan Stanley
New York
$710K +$14.2K +158 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$649K +$53.9K +600 +9%
AG
11
Advisor Group
Arizona
$461K -$58.1K -646 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$430K +$6.74K +75 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$389K +$389K +4,329 New
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$314K
WA
15
WBH Advisory
Maryland
$232K
MNBTD
16
Moody National Bank Trust Division
Texas
$229K +$206K +2,294 +879%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$90K
AC
18
Avestar Capital
New York
$43K +$44.9K +500 New
CFGS
19
Concourse Financial Group Securities
Alabama
$36K +$8.99K +100 +33%
FHA
20
Flagship Harbor Advisors
Massachusetts
$25K +$1.08K +12 +4%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$15K +$14.9K +166 New
CIAS
22
Capital Investment Advisory Services
North Carolina
$4K
UWM
23
USAdvisors Wealth Management
Minnesota
$2.75K +$2.75M +30,625 New
VF
24
Virtu Financial
New York
-$221K -2,478 Closed
UBS Group
25
UBS Group
Switzerland
-$94K -1,050 Closed

PSR Hedge Fund Activity: Q2 2019 in Review

24 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q2 2019, worth a combined $23.9M — up 38% from $17.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PSR positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 2 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.66M. The largest seller was Citadel Advisors, cutting an estimated $1.91M.

  • 24 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q2 2019, up from 23 in Q1 2019.
  • Funds reported $23.9M of Invesco Active US Real Estate Fund stock for Q2 2019, up 38% quarter-over-quarter.
  • 5 funds opened new Invesco Active US Real Estate Fund positions in Q2 2019 and 4 closed out, a net change of +1 holder.
  • The largest Invesco Active US Real Estate Fund buyer in Q2 2019 was Raymond James Financial Services Advisors, an estimated $3.66M added.
  • The largest Invesco Active US Real Estate Fund seller in Q2 2019 was Citadel Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2019.