Invesco Active US Real Estate Fund
49 hedge funds and large institutions have $34.8M invested in Invesco Active US Real Estate Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.
17% more capital invested
Capital invested by funds: $29.8M → $34.8M (+$5.06M)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
8% less funds holding
Funds holding: 53 → 49 (-4)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $488K
137.38% less ownership
Funds ownership: 187.92% → 50.54% (-137%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$3.47M |
| 2 |
SFC
Swisher Financial Concepts
Westerville,
Ohio
|
+$1.55M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$241K |
| 4 |
Morgan Stanley
New York
|
+$226K |
| 5 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$91.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.52M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.13M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$731K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$724K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Citadel Advisors
Miami,
Florida
| – | -$724K | -8,455 | Closed |
|
|
ACMA
52
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| – | -$459K | -5,411 | Closed |
|
|
VF
53
Virtu Financial
New York
| – | -$447K | -5,228 | Closed |
|
54
UBS Group
Zurich,
Switzerland
| – | -$38.4K | -449 | Closed |
|
55
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$3.12K | -35 | Closed |
|
56
Fidelity Investments
Boston,
Massachusetts
| – | -$86 | -1 | Closed |
|
PSR Hedge Fund Activity: Q3 2024 in Review
49 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q3 2024, worth a combined $34.8M — up 17% from $29.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PSR and 4 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 17 added.
The largest buyer was Merit Financial Group, adding an estimated $3.47M. The largest seller was Strategic Financial Concepts, cutting an estimated $91.2M.
- 49 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q3 2024, down from 53 in Q2 2024.
- Funds reported $34.8M of Invesco Active US Real Estate Fund stock for Q3 2024, up 17% quarter-over-quarter.
- 4 funds opened new Invesco Active US Real Estate Fund positions in Q3 2024 and 7 closed out, a net change of -3 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q3 2024 was Merit Financial Group, an estimated $3.47M added.
- The largest Invesco Active US Real Estate Fund seller in Q3 2024 was Strategic Financial Concepts, an estimated $91.2M sold.
Based on aggregated 13F filings for Q3 2024.