Invesco Active US Real Estate Fund
59 hedge funds and large institutions have $63.7M invested in Invesco Active US Real Estate Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
172% more capital inflows, than outflows
Capital inflows: $17.2M | Capital outflows: $6.34M
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
18% more funds holding
Funds holding: 50 → 59 (+9)
6.38% more ownership
Funds ownership: 43.47% → 49.85% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$7.18M |
| 2 |
Flow Traders U.S.
New York
|
+$4.06M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$798K |
| 4 |
Kestra Advisory Services
Austin,
Texas
|
+$786K |
| 5 |
LPL Financial
San Diego,
California
|
+$594K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GeoWealth Management
Chicago,
Illinois
|
-$3.44M |
| 2 |
Apella Capital
West Hartford,
Connecticut
|
-$1.25M |
| 3 |
CreativeOne Wealth
Overland Park,
Kansas
|
-$662K |
| 4 |
Advisor Resource Council
Dallas,
Texas
|
-$399K |
| 5 |
IFP Advisors
Tampa,
Florida
|
-$362K |
PSR Hedge Fund Activity: Q3 2021 in Review
59 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q3 2021, worth a combined $63.7M — up 19% from $53.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PSR positions and 2 closed out — a net gain of 9 holders — while 20 added to existing stakes and 13 trimmed.
The largest buyer was First Heartland Consultants, opening a new position worth an estimated $7.18M. The largest seller was GeoWealth Management, cutting an estimated $3.44M.
- 59 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q3 2021, up from 50 in Q2 2021.
- Funds reported $63.7M of Invesco Active US Real Estate Fund stock for Q3 2021, up 19% quarter-over-quarter.
- 11 funds opened new Invesco Active US Real Estate Fund positions in Q3 2021 and 2 closed out, a net change of +9 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q3 2021 was First Heartland Consultants, an estimated $7.18M added.
- The largest Invesco Active US Real Estate Fund seller in Q3 2021 was GeoWealth Management, an estimated $3.44M sold.
Based on aggregated 13F filings for Q3 2021.