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Invesco Active US Real Estate Fund
PSR

69 hedge funds and large institutions have $54.5M invested in Invesco Active US Real Estate Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3.98% less ownership

Funds ownership: 49.14% → 45.17% (-4%)

4% less funds holding

Funds holding: 72 → 69 (-3)

21% less capital invested

Capital invested by funds: $69.1M → $54.5M (-$14.6M)

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
20
Reduced
19
Closed
12
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
+$9K

Top Buyers

Rank Fund Capital Flow
1
APWA
Atlas Private Wealth Advisors
New Jersey
+$1.27M
2
AWM
AE Wealth Management
Kansas
+$813K
3
PAG
Private Advisor Group
New Jersey
+$798K
4
MA
Mutual Advisors
Nebraska
+$616K
5
Citadel Advisors
Citadel Advisors
Florida
+$605K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$14.3M
2
Wells Fargo
Wells Fargo
California
-$1.43M
3
LPL Financial
LPL Financial
California
-$1.11M
4
PIA
Perennial Investment Advisors
California
-$737K
5
BAM
Belpointe Asset Management
Nevada
-$494K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$521K -$14.3M -158,485 -96%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$510K +$45.2K +500 +9%
SFC
28
Strategic Financial Concepts
Texas
$507K +$524K +5,792 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$494K +$995 +11 +0.2%
AIP
30
Ameritas Investment Partners
Nebraska
$460K -$4.98K -55 -1%
MHWM
31
Montz Harcus Wealth Management
Louisiana
$421K +$52.4K +579 +14%
ACMA
32
Arbor Capital Management (Alaska)
Alaska
$365K -$57.8K -639 -13%
Goldman Sachs
33
Goldman Sachs
New York
$340K – – –
UBS Group
34
UBS Group
Switzerland
$306K +$140K +1,550 +79%
FNBT
35
FineMark National Bank & Trust
Florida
$287K – – –
SWM
36
Sculati Wealth Management
Michigan
$284K -$633 -7 -0.2%
BAM
37
Belpointe Asset Management
Nevada
$283K -$494K -5,460 -63%
CFO
38
CVA Family Office
Colorado
$262K +$452 +5 +0.2%
FIM
39
Freedom Investment Management
Connecticut
$255K -$26.3K -291 -9%
FTUS
40
Flow Traders U.S.
New York
$227K +$235K +2,599 New
EH
41
Equitable Holdings
New York
$222K – – –
CAN
42
Cetera Advisor Networks
California
$220K -$88.1K -973 -28%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$219K – – –
MML Investors Services
44
MML Investors Services
Massachusetts
$213K -$89.5K -989 -29%
KWM
45
Kingsview Wealth Management
Oregon
$207K – – –
CA
46
Cambridge Advisors
Nebraska
$203K +$1.9K +21 +0.9%
MNBTD
47
Moody National Bank Trust Division
Texas
$201K – – –
FCA
48
Fortis Capital Advisors
Kansas
$75.7K – – –
IA
49
IFP Advisors
Florida
$75.3K -$25.8K -285 -23%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$38K – – –
1
2
3 4

PSR Hedge Fund Activity: Q1 2023 in Review

69 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q1 2023, worth a combined $54.5M — down 21% from $69.1M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PSR and 11 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 20 added.

The largest buyer was Atlas Private Wealth Advisors, adding an estimated $1.27M. The largest seller was Invesco, cutting an estimated $14.3M.

  • 69 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q1 2023, down from 72 in Q4 2022.
  • Funds reported $54.5M of Invesco Active US Real Estate Fund stock for Q1 2023, down 21% quarter-over-quarter.
  • 11 funds opened new Invesco Active US Real Estate Fund positions in Q1 2023 and 12 closed out, a net change of -1 holder.
  • The largest Invesco Active US Real Estate Fund buyer in Q1 2023 was Atlas Private Wealth Advisors, an estimated $1.27M added.
  • The largest Invesco Active US Real Estate Fund seller in Q1 2023 was Invesco, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2023.