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Invesco Active US Real Estate Fund
PSR

61 hedge funds and large institutions have $63.8M invested in Invesco Active US Real Estate Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

17% more capital invested

Capital invested by funds: $54.5M → $63.8M (+$9.34M)

11.16% more ownership

Funds ownership: 45.17% → 56.33% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12% less funds holding

Funds holding: 69 → 61 (-8)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
61
Holders Change
-8
Holders Change %
-11.59%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
22
Reduced
16
Closed
13
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APWA
Atlas Private Wealth Advisors
New Jersey
+$7.93M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$3.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$824K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$704K
5
PAG
Private Advisor Group
New Jersey
+$384K

Top Sellers

Rank Fund Capital Flow
1
BWA
Beam Wealth Advisors
Louisiana
-$1.55M
2
DAS
Dynamic Advisor Solutions
Arizona
-$1.02M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$722K
4
LPL Financial
LPL Financial
California
-$605K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
51
ICA Group Wealth Management
Colorado
$8.67K – – –
IBOK
52
Independence Bank of Kentucky
Kentucky
$8.67K – – –
ASBI
53
American State Bank (Iowa)
Iowa
$6.07K – – –
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$3.07K – – –
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$2.77K +$2.73K +32 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$1.73K – – –
WP
57
WealthPLAN Partners
Nebraska
$1.56K – – –
BBHC
58
Brown Brothers Harriman & Co
New York
$867 – – –
HI
59
Harbour Investments
Wisconsin
$780 – – –
CSPIA
60
Cary Street Partners Investment Advisory
Virginia
$347 – – –
William Blair & Company
61
William Blair & Company
Illinois
$347 – – –
DAS
62
Dynamic Advisor Solutions
Arizona
– -$1.02M -11,628 Closed
SWM
63
Sculati Wealth Management
Michigan
– -$284K -3,242 Closed
BAM
64
Belpointe Asset Management
Nevada
– -$283K -3,238 Closed
FIM
65
Freedom Investment Management
Connecticut
– -$255K -2,916 Closed
FTUS
66
Flow Traders U.S.
New York
– -$227K -2,599 Closed
EH
67
Equitable Holdings
New York
– -$222K -2,543 Closed
CAN
68
Cetera Advisor Networks
California
– -$220K -2,510 Closed
MNBTD
69
Moody National Bank Trust Division
Texas
– -$201K -2,301 Closed
FCA
70
Fortis Capital Advisors
Kansas
– -$75.7K -865 Closed
AAS
71
Ameritas Advisory Services
Nebraska
– -$23.4K -272 Closed
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
– -$8.75K -100 Closed
FHA
73
First Horizon Advisors
Tennessee
– -$3.24K -37 Closed
1 2
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PSR Hedge Fund Activity: Q2 2023 in Review

61 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q2 2023, worth a combined $63.8M — up 17% from $54.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PSR and 6 opened new positions — a net loss of 7 holders — while 16 trimmed existing stakes and 22 added.

The largest buyer was Atlas Private Wealth Advisors, adding an estimated $7.93M. The largest seller was Beam Wealth Advisors, cutting an estimated $1.55M.

  • 61 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q2 2023, down from 69 in Q1 2023.
  • Funds reported $63.8M of Invesco Active US Real Estate Fund stock for Q2 2023, up 17% quarter-over-quarter.
  • 6 funds opened new Invesco Active US Real Estate Fund positions in Q2 2023 and 13 closed out, a net change of -7 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q2 2023 was Atlas Private Wealth Advisors, an estimated $7.93M added.
  • The largest Invesco Active US Real Estate Fund seller in Q2 2023 was Beam Wealth Advisors, an estimated $1.55M sold.

Based on aggregated 13F filings for Q2 2023.