Invesco Active US Real Estate Fund
53 hedge funds and large institutions have $29.8M invested in Invesco Active US Real Estate Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 4 closing their positions.
135.8% more ownership
Funds ownership: 52.12% → 187.92% (+136%)
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
8% more funds holding
Funds holding: 49 → 53 (+4)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
19% less capital invested
Capital invested by funds: $36.7M → $29.8M (-$6.95M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$82.1M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.55M |
| 3 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$758K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$657K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$509K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
-$3.17M |
| 2 |
MNBTD
Moody National Bank Trust Division
Galveston,
Texas
|
-$1.75M |
| 3 |
CA
Cambridge Associates
Boston,
Massachusetts
|
-$1.74M |
| 4 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$741K |
| 5 |
LPL Financial
San Diego,
California
|
-$619K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| $770 | – | – | – |
|
52
William Blair & Company
Chicago,
Illinois
| $342 | – | – | – |
|
53
Fidelity Investments
Boston,
Massachusetts
| $86 | +$84 | +1 | New |
|
|
MNBTD
54
Moody National Bank Trust Division
Galveston,
Texas
| – | -$1.75M | -19,871 | Closed |
|
|
CA
55
Cambridge Associates
Boston,
Massachusetts
| – | -$1.74M | -19,685 | Closed |
|
|
SWA
56
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$539K | -6,113 | Closed |
|
|
BWA
57
Beam Wealth Advisors
Covington,
Louisiana
| – | -$269K | -3,051 | Closed |
|
PSR Hedge Fund Activity: Q2 2024 in Review
53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q2 2024, worth a combined $29.8M — down 19% from $36.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PSR positions and 4 closed out — a net gain of 5 holders — while 15 added to existing stakes and 17 trimmed.
The largest buyer was Strategic Financial Concepts, adding an estimated $82.1M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $3.17M.
- 53 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q2 2024, up from 49 in Q1 2024.
- Funds reported $29.8M of Invesco Active US Real Estate Fund stock for Q2 2024, down 19% quarter-over-quarter.
- 9 funds opened new Invesco Active US Real Estate Fund positions in Q2 2024 and 4 closed out, a net change of +5 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q2 2024 was Strategic Financial Concepts, an estimated $82.1M added.
- The largest Invesco Active US Real Estate Fund seller in Q2 2024 was Steward Partners Investment Advisory, an estimated $3.17M sold.
Based on aggregated 13F filings for Q2 2024.