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Invesco Active US Real Estate Fund
PSR

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
56
Holders Change
-5
Holders Change %
-8.2%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
18
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APWA
Atlas Private Wealth Advisors
New Jersey
+$1.58M
2
Osaic Holdings
Osaic Holdings
Arizona
+$505K
3
SFC
Strategic Financial Concepts
Texas
+$301K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$273K
5
CAN
Cetera Advisor Networks
California
+$234K

Top Sellers

Rank Fund Capital Flow
1
HW
Hedeker Wealth
Illinois
-$3.55M
2
MAWAG
Mid-American Wealth Advisory Group
Missouri
-$1.2M
3
AWM
AE Wealth Management
Kansas
-$936K
4
MA
Mutual Advisors
Nebraska
-$801K
5
LPL Financial
LPL Financial
California
-$665K
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$2.99K – – –
GJIA
52
Glass Jacobson Investment Advisors
Maryland
$2.53K – – –
BBHC
53
Brown Brothers Harriman & Co
New York
$790 – – –
HI
54
Harbour Investments
Wisconsin
$711 – – –
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$316 – – –
William Blair & Company
56
William Blair & Company
Illinois
$316 – – –
HW
57
Hedeker Wealth
Illinois
– -$3.55M -40,933 Closed
MAWAG
58
Mid-American Wealth Advisory Group
Missouri
– -$1.2M -13,431 Closed
AWM
59
AE Wealth Management
Kansas
– -$936K -10,795 Closed
HF
60
HRT Financial
New York
– -$231K -2,667 Closed
KWM
61
Kingsview Wealth Management
Oregon
– -$210K -2,424 Closed
CA
62
Cambridge Advisors
Nebraska
– -$202K -2,335 Closed
IGWM
63
ICA Group Wealth Management
Colorado
– -$8.67K -100 Closed
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
– -$1.73K -20 Closed
WP
65
WealthPLAN Partners
Nebraska
– -$1.56K -18 Closed
1 2
3

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.