Invesco Active US Real Estate Fund
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.
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
2.25% less ownership
Funds ownership: 53.45% → 51.2% (-2.3%)
33% less capital inflows, than outflows
Capital inflows: $15.3M | Capital outflows: $22.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.48M |
| 3 |
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.73M |
| 4 |
GeoWealth Management
Chicago,
Illinois
|
+$1.2M |
| 5 |
Brio Consultants
San Francisco,
California
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.88M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$3.77M |
| 3 |
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$2.99M |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.65M |
| 5 |
Ausdal Financial Partners
Davenport,
Iowa
|
-$1.66M |
PSR Hedge Fund Activity: Q2 2020 in Review
51 of the 4,890 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.