Invesco Active US Real Estate Fund
43 hedge funds and large institutions have $64.3M invested in Invesco Active US Real Estate Fund in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
217% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 6
26% more funds holding
Funds holding: 34 → 43 (+9)
23% more capital invested
Capital invested by funds: $52.1M → $64.3M (+$12.2M)
0.22% more ownership
Funds ownership: 49.52% → 49.75% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$4.12M |
| 2 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$2.43M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.75M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.37M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$2.56M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$836K |
| 3 |
KM
Kalos Management
Alpharetta,
Georgia
|
-$775K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$775K |
| 5 |
LPL Financial
San Diego,
California
|
-$775K |
PSR Hedge Fund Activity: Q4 2019 in Review
43 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q4 2019, worth a combined $64.3M — up 23% from $52.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PSR positions and 2 closed out — a net gain of 10 holders — while 19 added to existing stakes and 6 trimmed.
The largest buyer was Laurel Wealth Advisors (California), opening a new position worth an estimated $4.12M. The largest seller was Barber Financial Group, cutting an estimated $2.56M.
- 43 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q4 2019, up from 34 in Q3 2019.
- Funds reported $64.3M of Invesco Active US Real Estate Fund stock for Q4 2019, up 23% quarter-over-quarter.
- 12 funds opened new Invesco Active US Real Estate Fund positions in Q4 2019 and 2 closed out, a net change of +10 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q4 2019 was Laurel Wealth Advisors (California), an estimated $4.12M added.
- The largest Invesco Active US Real Estate Fund seller in Q4 2019 was Barber Financial Group, an estimated $2.56M sold.
Based on aggregated 13F filings for Q4 2019.