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Invesco Active US Real Estate Fund
PSR

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.

New
Increased
Maintained
Reduced
Closed

5.53% less ownership

Funds ownership: 51.2% → 45.67% (-5.5%)

14% less funds holding

Funds holding: 51 → 44 (-7)

24% less capital invested

Capital invested by funds: $49.6M → $37.4M (-$12.1M)

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

Holders
44
Holders Change
-7
Holders Change %
-13.73%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
+$2.51M
2
GM
GeoWealth Management
Illinois
+$1.5M
3
SWA
Stratos Wealth Advisors
Ohio
+$332K
4
CA
Cambridge Advisors
Nebraska
+$205K
5
BC
Brio Consultants
California
+$187K

Top Sellers

Rank Fund Capital Flow
1
LWAC
Laurel Wealth Advisors (California)
California
-$2.39M
2
WAS
Wealth Advisory Solutions
Indiana
-$2.21M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.2M
4
RJA
Raymond James & Associates
Florida
-$1.95M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Brio Consultants
California
$6.87M +$187K +2,268 +3%
CW
2
CreativeOne Wealth
Kansas
$4.28M +$2.51M +30,543 +137%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.17M -$1.12M -13,548 -26%
GM
4
GeoWealth Management
Illinois
$2.72M +$1.5M +18,264 +118%
Citadel Advisors
5
Citadel Advisors
Florida
$2.13M -$1.44M -17,449 -40%
SPIA
6
Steward Partners Investment Advisory
New York
$1.92M +$64K +778 +3%
BWA
7
Beam Wealth Advisors
Louisiana
$1.61M +$99.9K +1,214 +7%
Goldman Sachs
8
Goldman Sachs
New York
$1.51M – – –
AAS
9
Avantax Advisory Services
Texas
$1.34M +$165K +2,004 +14%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$881K -$588K -7,142 -40%
LPL Financial
11
LPL Financial
California
$872K -$738K -8,971 -45%
FMB
12
Field & Main Bank
Kentucky
$843K +$18.9K +230 +2%
Wells Fargo
13
Wells Fargo
California
$830K -$180K -2,183 -18%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$800K -$2.2M -26,684 -73%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$726K -$430K -5,227 -37%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$659K -$739K -8,978 -52%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$548K +$39.1K +475 +8%
GT
18
Glenmede Trust
Pennsylvania
$484K – – –
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$445K – – –
IA
20
IFP Advisors
Florida
$375K +$57.1K +694 +18%
SWM
21
Sculati Wealth Management
Michigan
$344K +$136K +1,652 +64%
TRCT
22
Tower Research Capital (TRC)
New York
$339K -$101K -1,228 -23%
SWA
23
Stratos Wealth Advisors
Ohio
$327K +$332K +4,038 New
FAAS
24
First Allied Advisory Services
California
$297K -$9.13K -111 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$294K -$56.9K -691 -16%
1
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PSR Hedge Fund Activity: Q3 2020 in Review

44 of the 4,956 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.