Invesco Active US Real Estate Fund
76 hedge funds and large institutions have $81.3M invested in Invesco Active US Real Estate Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
71% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 14
37% more capital invested
Capital invested by funds: $59.6M → $81.3M (+$21.8M)
10% more funds holding
Funds holding: 69 → 76 (+7)
7.83% more ownership
Funds ownership: 45.65% → 53.47% (+7.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
+$8.4M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$5.68M |
| 3 |
Morgan Stanley
New York
|
+$5.14M |
| 4 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$4.08M |
| 5 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brio Consultants
San Francisco,
California
|
-$9.9M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$848K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$246K |
| 4 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
-$237K |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$228K |
PSR Hedge Fund Activity: Q2 2022 in Review
76 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q2 2022, worth a combined $81.3M — up 37% from $59.6M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PSR positions and 6 closed out — a net gain of 9 holders — while 24 added to existing stakes and 14 trimmed.
The largest buyer was Itau Unibanco Holding S.A., opening a new position worth an estimated $8.4M. The largest seller was Brio Consultants, cutting an estimated $9.9M.
- 76 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q2 2022, up from 69 in Q1 2022.
- Funds reported $81.3M of Invesco Active US Real Estate Fund stock for Q2 2022, up 37% quarter-over-quarter.
- 15 funds opened new Invesco Active US Real Estate Fund positions in Q2 2022 and 6 closed out, a net change of +9 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q2 2022 was Itau Unibanco Holding S.A., an estimated $8.4M added.
- The largest Invesco Active US Real Estate Fund seller in Q2 2022 was Brio Consultants, an estimated $9.9M sold.
Based on aggregated 13F filings for Q2 2022.