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Invesco Active US Real Estate Fund
PSR

69 hedge funds and large institutions have $59.6M invested in Invesco Active US Real Estate Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

2.5% less ownership

Funds ownership: 48.15% → 45.65% (-2.5%)

5% less funds holding

Funds holding: 73 → 69 (-4)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

11% less capital invested

Capital invested by funds: $67.2M → $59.6M (-$7.63M)

Holders
69
Holders Change
-4
Holders Change %
-5.48%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$1.41M
2
LPL Financial
LPL Financial
California
+$1.38M
3
SPIA
Steward Partners Investment Advisory
New York
+$1.08M
4
PIA
Perennial Investment Advisors
California
+$554K
5
Wells Fargo
Wells Fargo
California
+$538K

Top Sellers

Rank Fund Capital Flow
1
FAIM
Financial Advocates Investment Management
Washington
-$5.41M
2
IA
IFP Advisors
Florida
-$1.78M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.03M
4
CW
CreativeOne Wealth
Kansas
-$789K
5
MCC
Money Concepts Capital
Florida
-$693K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$186K -$1.78M -16,396 -88%
UBS Group
52
UBS Group
Switzerland
$159K +$154K +1,418 +47,267%
HFA
53
HC Financial Advisors
California
$31K – – –
COCM
54
Charter Oak Capital Management
New Hampshire
$28K – – –
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$23K – – –
AIP
56
Ameritas Investment Partners
Nebraska
$22K -$26K -240 -54%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$21K – – –
AIM
58
Anchor Investment Management
South Carolina
$16.8K +$16.3K +150 New
NWM
59
Nauset Wealth Management
Connecticut
$16K +$15.2K +140 New
GRP
60
Global Retirement Partners
California
$13K -$92.3K -851 -87%
IBOK
61
Independence Bank of Kentucky
Kentucky
$11K – – –
AA
62
Addison Advisors
Vermont
$7K – – –
BWM
63
Baystate Wealth Management
Massachusetts
$4K – – –
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$4K +$4.01K +37 New
CCM
65
Covington Capital Management
California
$2K -$1.84K -17 -44%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$2K – – –
BBHC
67
Brown Brothers Harriman & Co
New York
$1K – – –
PA
68
PSI Advisors
Florida
$1K – – –
FAIM
69
Financial Advocates Investment Management
Washington
– -$5.41M -45,040 Closed
Citadel Advisors
70
Citadel Advisors
Florida
– -$1.03M -8,568 Closed
ARC
71
Advisor Resource Council
Texas
– -$299K -2,484 Closed
FIM
72
Freedom Investment Management
Connecticut
– -$287K -2,386 Closed
UWM
73
USAdvisors Wealth Management
Minnesota
– -$209K -1,738 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– -$38K -350 Closed
SCA
75
Snowden Capital Advisors
New York
– -$24K -204 Closed
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PSR Hedge Fund Activity: Q1 2022 in Review

69 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q1 2022, worth a combined $59.6M — down 11% from $67.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PSR and 8 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 30 added.

The largest buyer was Mid-American Wealth Advisory Group, opening a new position worth an estimated $1.41M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $5.41M sold.

  • 69 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q1 2022, down from 73 in Q4 2021.
  • Funds reported $59.6M of Invesco Active US Real Estate Fund stock for Q1 2022, down 11% quarter-over-quarter.
  • 8 funds opened new Invesco Active US Real Estate Fund positions in Q1 2022 and 9 closed out, a net change of -1 holder.
  • The largest Invesco Active US Real Estate Fund buyer in Q1 2022 was Mid-American Wealth Advisory Group, an estimated $1.41M added.
  • The largest Invesco Active US Real Estate Fund seller in Q1 2022 was Financial Advocates Investment Management, an estimated $5.41M sold.

Based on aggregated 13F filings for Q1 2022.