We are live on ! Find out more
PSR icon

Invesco Active US Real Estate Fund
PSR

70 hedge funds and large institutions have $53M invested in Invesco Active US Real Estate Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

6.02% less ownership

Funds ownership: 53.47% → 47.45% (-6%)

8% less funds holding

Funds holding: 76 → 70 (-6)

35% less capital invested

Capital invested by funds: $81.3M → $53M (-$28.4M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
25
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HW
Hedeker Wealth
Illinois
+$2.6M
2
Wells Fargo
Wells Fargo
California
+$1.05M
3
CI
CX Institutional
Indiana
+$984K
4
LPL Financial
LPL Financial
California
+$678K
5
APWA
Atlas Private Wealth Advisors
New Jersey
+$646K

Top Sellers

1
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$22.7M
2
Morgan Stanley
Morgan Stanley
New York
-$3.45M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.23M
4
FAIM
Financial Advocates Investment Management
Washington
-$456K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
GM
76
GeoWealth Management
Illinois
– -$6.85K -70 -96%
AA
77
Addison Advisors
Vermont
– -$6K -64 Closed
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
– -$4K -37 Closed
1 2 3
4

PSR Hedge Fund Activity: Q3 2022 in Review

70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q3 2022, worth a combined $53M — down 35% from $81.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PSR and 5 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 25 added.

The largest buyer was Hedeker Wealth, adding an estimated $2.6M. The largest seller was Itau Unibanco Holding S.A., exiting entirely with an estimated $22.7M sold.

  • 70 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q3 2022, down from 76 in Q2 2022.
  • Funds reported $53M of Invesco Active US Real Estate Fund stock for Q3 2022, down 35% quarter-over-quarter.
  • 5 funds opened new Invesco Active US Real Estate Fund positions in Q3 2022 and 9 closed out, a net change of -4 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q3 2022 was Hedeker Wealth, an estimated $2.6M added.
  • The largest Invesco Active US Real Estate Fund seller in Q3 2022 was Itau Unibanco Holding S.A., an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2022.