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Invesco Active US Real Estate Fund
PSR

51 hedge funds and large institutions have $49.6M invested in Invesco Active US Real Estate Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

11% more funds holding

Funds holding: 46 → 51 (+5)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

1% less capital invested

Capital invested by funds: $50.1M → $49.6M (-$523K)

2.25% less ownership

Funds ownership: 53.45% → 51.2% (-2.3%)

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$3.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.48M
3
CW
CreativeOne Wealth
Kansas
+$1.73M
4
GM
GeoWealth Management
Illinois
+$1.2M
5
BC
Brio Consultants
California
+$1.14M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$3.88M
2
Truist Financial
Truist Financial
North Carolina
-$3.77M
3
UWM
USAdvisors Wealth Management
Minnesota
-$2.99M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.65M
5
AFP
Ausdal Financial Partners
Iowa
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Brio Consultants
California
$6.65M +$1.14M +14,709 +22%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.24M -$1.08M -13,875 -21%
Citadel Advisors
3
Citadel Advisors
Florida
$3.52M +$3.4M +43,685 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.95M +$2.48M +31,839 +676%
WAS
5
Wealth Advisory Solutions
Indiana
$2.43M +$395K +5,075 +20%
LWAC
6
Laurel Wealth Advisors (California)
California
$2.39M -$723K -9,294 -24%
RJA
7
Raymond James & Associates
Florida
$2.15M +$284K +3,645 +16%
SPIA
8
Steward Partners Investment Advisory
New York
$1.85M +$263K +3,381 +17%
CW
9
CreativeOne Wealth
Kansas
$1.79M +$1.73M +22,214 New
LPL Financial
10
LPL Financial
California
$1.59M -$1.39M -17,835 -47%
BWA
11
Beam Wealth Advisors
Louisiana
$1.53M +$344K +4,423 +31%
Goldman Sachs
12
Goldman Sachs
New York
$1.5M -$3.88M -49,833 -73%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.45M -$20.7K -266 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.38M -$109K -1,402 -8%
SPC
15
Sigma Planning Corp
Michigan
$1.36M +$619K +7,955 +89%
GM
16
GeoWealth Management
Illinois
$1.25M +$1.2M +15,464 New
AAS
17
Avantax Advisory Services
Texas
$1.17M +$40.9K +526 +4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.14M +$55.7K +716 +5%
Wells Fargo
19
Wells Fargo
California
$1M +$16.8K +216 +2%
CFD
20
Creative Financial Designs
Indiana
$837K -$35.6K -458 -4%
FMB
21
Field & Main Bank
Kentucky
$820K +$792K +10,175 New
CF
22
Centaurus Financial
California
$817K -$15K -193 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$507K -$2.65M -34,014 -84%
GT
24
Glenmede Trust
Pennsylvania
$481K +$465K +5,975 New
TRCT
25
Tower Research Capital (TRC)
New York
$436K +$229K +2,945 +119%
1
2 3

PSR Hedge Fund Activity: Q2 2020 in Review

51 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q2 2020, worth a combined $49.6M — down 1% from $50.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PSR positions and 9 closed out — a net gain of 5 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.4M. The largest seller was Goldman Sachs, cutting an estimated $3.88M.

  • 51 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q2 2020, up from 46 in Q1 2020.
  • Funds reported $49.6M of Invesco Active US Real Estate Fund stock for Q2 2020, down 1% quarter-over-quarter.
  • 14 funds opened new Invesco Active US Real Estate Fund positions in Q2 2020 and 9 closed out, a net change of +5 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q2 2020 was Citadel Advisors, an estimated $3.4M added.
  • The largest Invesco Active US Real Estate Fund seller in Q2 2020 was Goldman Sachs, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2020.