Invesco Active US Real Estate Fund
56 hedge funds and large institutions have $51.6M invested in Invesco Active US Real Estate Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 9 closing their positions.
0.59% more ownership
Funds ownership: 56.33% → 56.92% (+0.59%)
8% less funds holding
Funds holding: 61 → 56 (-5)
10% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 20
19% less capital invested
Capital invested by funds: $63.8M → $51.6M (-$12.3M)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$1.58M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$505K |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$301K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$273K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
-$3.55M |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$1.2M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$936K |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$801K |
| 5 |
LPL Financial
San Diego,
California
|
-$665K |
PSR Hedge Fund Activity: Q3 2023 in Review
56 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q3 2023, worth a combined $51.6M — down 19% from $63.8M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PSR and 4 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 18 added.
The largest buyer was Atlas Private Wealth Advisors, adding an estimated $1.58M. The largest seller was Hedeker Wealth, exiting entirely with an estimated $3.55M sold.
- 56 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q3 2023, down from 61 in Q2 2023.
- Funds reported $51.6M of Invesco Active US Real Estate Fund stock for Q3 2023, down 19% quarter-over-quarter.
- 4 funds opened new Invesco Active US Real Estate Fund positions in Q3 2023 and 9 closed out, a net change of -5 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q3 2023 was Atlas Private Wealth Advisors, an estimated $1.58M added.
- The largest Invesco Active US Real Estate Fund seller in Q3 2023 was Hedeker Wealth, an estimated $3.55M sold.
Based on aggregated 13F filings for Q3 2023.