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Invesco Active US Real Estate Fund

70 hedge funds and large institutions have $53M invested in Invesco Active US Real Estate Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

6.02% less ownership

Funds ownership: 53.47%47.45% (-6%)

8% less funds holding

Funds holding: 7670 (-6)

35% less capital invested

Capital invested by funds: $81.3M → $53M (-$28.4M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
25
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$452K -$338K -3,458 -39%
Citadel Advisors
27
Citadel Advisors
Florida
$446K +$19.2K +196 +4%
PAG
28
Private Advisor Group
New Jersey
$446K +$52.9K +540 +11%
ACMA
29
Arbor Capital Management (Alaska)
Alaska
$439K -$11.2K -114 -2%
Invesco
30
Invesco
Georgia
$428K +$48.2K +492 +11%
SWA
31
Stratos Wealth Advisors
Ohio
$413K -$47K -480 -9%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$395K -$39.5K -404 -8%
PPP
33
Private Portfolio Partners
New Jersey
$372K +$429K +4,384 New
Goldman Sachs
34
Goldman Sachs
New York
$330K
MHWM
35
Montz Harcus Wealth Management
Louisiana
$309K +$23K +235 +7%
FIM
36
Freedom Investment Management
Connecticut
$307K -$64.8K -662 -15%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$298K -$4.31K -44 -1%
SWM
38
Sculati Wealth Management
Michigan
$294K
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$254K -$27.5K -281 -9%
CWM
40
Collaborative Wealth Management
Florida
$250K -$30.2K -309 -9%
BC
41
Brio Consultants
California
$248K -$81.4K -832 -22%
IWM
42
IHT Wealth Management
Illinois
$233K -$16.8K -172 -6%
CA
43
Cambridge Advisors
Nebraska
$232K +$2.15K +22 +0.8%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$212K
PSF
45
Pacific Sun Financial
California
$211K +$16.9K +173 +7%
MNBTD
46
Moody National Bank Trust Division
Texas
$206K -$1.66K -17 -0.7%
EH
47
Equitable Holdings
New York
$204K
CFO
48
CVA Family Office
Colorado
$191K
IA
49
IFP Advisors
Florida
$183K -$3.82K -39 -2%
Bessemer Group
50
Bessemer Group
New Jersey
$74K

PSR Hedge Fund Activity: Q3 2022 in Review

70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q3 2022, worth a combined $53M — down 35% from $81.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PSR and 5 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 25 added.

The largest buyer was Hedeker Wealth, adding an estimated $2.6M. The largest seller was Itau Unibanco Holding S.A., exiting entirely with an estimated $22.7M sold.

  • 70 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q3 2022, down from 76 in Q2 2022.
  • Funds reported $53M of Invesco Active US Real Estate Fund stock for Q3 2022, down 35% quarter-over-quarter.
  • 5 funds opened new Invesco Active US Real Estate Fund positions in Q3 2022 and 9 closed out, a net change of -4 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q3 2022 was Hedeker Wealth, an estimated $2.6M added.
  • The largest Invesco Active US Real Estate Fund seller in Q3 2022 was Itau Unibanco Holding S.A., an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2022.