Invesco Active US Real Estate Fund
44 hedge funds and large institutions have $37.4M invested in Invesco Active US Real Estate Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 10 closing their positions.
5.53% less ownership
Funds ownership: 51.2% → 45.67% (-5.5%)
14% less funds holding
Funds holding: 51 → 44 (-7)
35% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 20
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
70% less capital inflows, than outflows
Capital inflows: $5.39M | Capital outflows: $18.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.51M |
| 2 |
GeoWealth Management
Chicago,
Illinois
|
+$1.5M |
| 3 |
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$332K |
| 4 |
Cambridge Advisors
Omaha,
Nebraska
|
+$205K |
| 5 |
Brio Consultants
San Francisco,
California
|
+$187K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$2.39M |
| 2 |
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
-$2.21M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.2M |
| 4 |
Raymond James & Associates
St Petersburg,
Florida
|
-$1.95M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.44M |
PSR Hedge Fund Activity: Q3 2020 in Review
44 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q3 2020, worth a combined $37.4M — down 24% from $49.6M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PSR and 3 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 13 added.
The largest buyer was CreativeOne Wealth, adding an estimated $2.51M. The largest seller was Laurel Wealth Advisors (California), exiting entirely with an estimated $2.39M sold.
- 44 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q3 2020, down from 51 in Q2 2020.
- Funds reported $37.4M of Invesco Active US Real Estate Fund stock for Q3 2020, down 24% quarter-over-quarter.
- 3 funds opened new Invesco Active US Real Estate Fund positions in Q3 2020 and 10 closed out, a net change of -7 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q3 2020 was CreativeOne Wealth, an estimated $2.51M added.
- The largest Invesco Active US Real Estate Fund seller in Q3 2020 was Laurel Wealth Advisors (California), an estimated $2.39M sold.
Based on aggregated 13F filings for Q3 2020.