Invesco Active US Real Estate Fund
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$1.41M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.38M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.08M |
| 4 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
+$554K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$538K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$5.41M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.78M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.03M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$789K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$693K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
JP Morgan Chase
New York
| – | -$16K | -135 | Closed |
|
77
William Blair & Company
Chicago,
Illinois
| – | -$9.77K | -90 | -96% |
|
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.