Invesco Active US Real Estate Fund
69 hedge funds and large institutions have $54.5M invested in Invesco Active US Real Estate Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 12 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
3.98% less ownership
Funds ownership: 49.14% → 45.17% (-4%)
4% less funds holding
Funds holding: 72 → 69 (-3)
21% less capital invested
Capital invested by funds: $69.1M → $54.5M (-$14.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$1.27M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$813K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$798K |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$616K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$605K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$14.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.43M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.11M |
| 4 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$737K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$494K |
PSR Hedge Fund Activity: Q1 2023 in Review
69 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q1 2023, worth a combined $54.5M — down 21% from $69.1M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PSR and 11 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 20 added.
The largest buyer was Atlas Private Wealth Advisors, adding an estimated $1.27M. The largest seller was Invesco, cutting an estimated $14.3M.
- 69 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q1 2023, down from 72 in Q4 2022.
- Funds reported $54.5M of Invesco Active US Real Estate Fund stock for Q1 2023, down 21% quarter-over-quarter.
- 11 funds opened new Invesco Active US Real Estate Fund positions in Q1 2023 and 12 closed out, a net change of -1 holder.
- The largest Invesco Active US Real Estate Fund buyer in Q1 2023 was Atlas Private Wealth Advisors, an estimated $1.27M added.
- The largest Invesco Active US Real Estate Fund seller in Q1 2023 was Invesco, an estimated $14.3M sold.
Based on aggregated 13F filings for Q1 2023.