Invesco Active US Real Estate Fund
72 hedge funds and large institutions have $69.1M invested in Invesco Active US Real Estate Fund in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 11 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 18
30% more capital invested
Capital invested by funds: $53M → $69.1M (+$16.1M)
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
3% more funds holding
Funds holding: 70 → 72 (+2)
1.69% more ownership
Funds ownership: 47.45% → 49.14% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$13.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.94M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.8M |
| 5 |
Morgan Stanley
New York
|
+$941K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$4.24M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$3.32M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
-$493K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$446K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$446K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$298K | -3,509 | Closed |
|
|
BC
77
Brio Consultants
San Francisco,
California
| – | -$248K | -3,028 | Closed |
|
|
IWM
78
IHT Wealth Management
Chicago,
Illinois
| – | -$233K | -2,744 | Closed |
|
79
Bessemer Group
Woodbridge,
New Jersey
| – | -$74K | -870 | Closed |
|
|
TFM
80
TFC Financial Management
Boston,
Massachusetts
| – | -$13K | -150 | Closed |
|
|
HGERS
81
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$7K | -86 | Closed |
|
82
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$4K | -43 | Closed |
|
|
GM
83
GeoWealth Management
Chicago,
Illinois
| – | -$174 | -2 | -67% |
|
PSR Hedge Fund Activity: Q4 2022 in Review
72 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q4 2022, worth a combined $69.1M — up 30% from $53M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PSR positions and 11 closed out — a net gain of 3 holders — while 26 added to existing stakes and 18 trimmed.
The largest buyer was Invesco, adding an estimated $13.9M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $4.24M sold.
- 72 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q4 2022, up from 70 in Q3 2022.
- Funds reported $69.1M of Invesco Active US Real Estate Fund stock for Q4 2022, up 30% quarter-over-quarter.
- 14 funds opened new Invesco Active US Real Estate Fund positions in Q4 2022 and 11 closed out, a net change of +3 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q4 2022 was Invesco, an estimated $13.9M added.
- The largest Invesco Active US Real Estate Fund seller in Q4 2022 was Financial Advocates Investment Management, an estimated $4.24M sold.
Based on aggregated 13F filings for Q4 2022.