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Invesco Active US Real Estate Fund
PSR

76 hedge funds and large institutions have $81.3M invested in Invesco Active US Real Estate Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

37% more capital invested

Capital invested by funds: $59.6M → $81.3M (+$21.8M)

10% more funds holding

Funds holding: 69 → 76 (+7)

7.83% more ownership

Funds ownership: 45.65% → 53.47% (+7.8%)

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IUHSA
Itau Unibanco Holding S.A.
Brazil
+$8.4M
2
FAIM
Financial Advocates Investment Management
Washington
+$5.68M
3
Morgan Stanley
Morgan Stanley
New York
+$5.14M
4
APWA
Atlas Private Wealth Advisors
New Jersey
+$4.08M
5
HW
Hedeker Wealth
Illinois
+$1.45M

Top Sellers

Rank Fund Capital Flow
1
BC
Brio Consultants
California
-$9.9M
2
CW
CreativeOne Wealth
Kansas
-$848K
3
GM
GeoWealth Management
Illinois
-$246K
4
WAS
Wealth Advisory Solutions
Indiana
-$237K
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$228K
Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
26
Perennial Investment Advisors
California
$496K +$9.35K +90 +2%
ACMA
27
Arbor Capital Management (Alaska)
Alaska
$490K -$20.6K -198 -4%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$483K +$166K +1,596 +46%
Citadel Advisors
29
Citadel Advisors
Florida
$483K +$525K +5,054 New
PAG
30
Private Advisor Group
New Jersey
$450K -$72.5K -698 -13%
Invesco
31
Invesco
Georgia
$435K +$104K +1,003 +28%
FIM
32
Freedom Investment Management
Connecticut
$409K +$445K +4,284 New
Goldman Sachs
33
Goldman Sachs
New York
$371K – – –
BC
34
Brio Consultants
California
$369K -$9.9M -95,232 -96%
TRCT
35
Tower Research Capital (TRC)
New York
$368K +$92.9K +894 +30%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$339K +$119K +1,141 +47%
MCC
37
Money Concepts Capital
Florida
$334K +$1.87K +18 +0.5%
SWM
38
Sculati Wealth Management
Michigan
$330K -$19.7K -190 -5%
MHWM
39
Montz Harcus Wealth Management
Louisiana
$325K +$11.8K +114 +3%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$313K -$17.6K -169 -5%
CWM
41
Collaborative Wealth Management
Florida
$311K +$339K +3,259 New
LWAC
42
Laurel Wealth Advisors (California)
California
$310K +$337K +3,244 New
IWM
43
IHT Wealth Management
Illinois
$278K +$312 +3 +0.1%
CA
44
Cambridge Advisors
Nebraska
$259K -$3.12K -30 -1%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$239K – – –
MNBTD
46
Moody National Bank Trust Division
Texas
$233K -$55.1K -530 -18%
EH
47
Equitable Holdings
New York
$229K – – –
PSF
48
Pacific Sun Financial
California
$220K +$15.9K +153 +7%
ARC
49
Advisor Resource Council
Texas
$215K +$234K +2,252 New
CFO
50
CVA Family Office
Colorado
$214K – – –
1
2
3 4

PSR Hedge Fund Activity: Q2 2022 in Review

76 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q2 2022, worth a combined $81.3M — up 37% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PSR positions and 6 closed out — a net gain of 9 holders — while 24 added to existing stakes and 14 trimmed.

The largest buyer was Itau Unibanco Holding S.A., opening a new position worth an estimated $8.4M. The largest seller was Brio Consultants, cutting an estimated $9.9M.

  • 76 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q2 2022, up from 69 in Q1 2022.
  • Funds reported $81.3M of Invesco Active US Real Estate Fund stock for Q2 2022, up 37% quarter-over-quarter.
  • 15 funds opened new Invesco Active US Real Estate Fund positions in Q2 2022 and 6 closed out, a net change of +9 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q2 2022 was Itau Unibanco Holding S.A., an estimated $8.4M added.
  • The largest Invesco Active US Real Estate Fund seller in Q2 2022 was Brio Consultants, an estimated $9.9M sold.

Based on aggregated 13F filings for Q2 2022.