Invesco Active US Real Estate Fund
61 hedge funds and large institutions have $63.8M invested in Invesco Active US Real Estate Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 13 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
16% more capital invested
Capital invested by funds: $55.2M → $63.8M (+$8.66M)
11.16% more ownership
Funds ownership: 45.17% → 56.33% (+11%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less funds holding
Funds holding: 69 → 61 (-8)
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$7.93M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$3.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$824K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$704K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$384K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
-$1.55M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1.02M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$722K |
| 4 |
LPL Financial
San Diego,
California
|
-$605K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$415K |
PSR Hedge Fund Activity: Q2 2023 in Review
61 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q2 2023, worth a combined $63.8M — up 16% from $55.2M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of PSR and 6 opened new positions — a net loss of 7 holders — while 16 trimmed existing stakes and 22 added.
The largest buyer was Atlas Private Wealth Advisors, adding an estimated $7.93M. The largest seller was Beam Wealth Advisors, cutting an estimated $1.55M.
- 61 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q2 2023, down from 69 in Q1 2023.
- Funds reported $63.8M of Invesco Active US Real Estate Fund stock for Q2 2023, up 16% quarter-over-quarter.
- 6 funds opened new Invesco Active US Real Estate Fund positions in Q2 2023 and 13 closed out, a net change of -7 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q2 2023 was Atlas Private Wealth Advisors, an estimated $7.93M added.
- The largest Invesco Active US Real Estate Fund seller in Q2 2023 was Beam Wealth Advisors, an estimated $1.55M sold.
Based on aggregated 13F filings for Q2 2023.