Invesco Active US Real Estate Fund
49 hedge funds and large institutions have $34.8M invested in Invesco Active US Real Estate Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 7 closing their positions.
17% more capital invested
Capital invested by funds: $29.8M → $34.8M (+$5.06M)
1.58% more ownership
Funds ownership: 48.97% → 50.54% (+1.6%)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
8% less funds holding
Funds holding: 53 → 49 (-4)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $488K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$3.47M |
| 2 |
SFC
Swisher Financial Concepts
Westerville,
Ohio
|
+$1.55M |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$931K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$241K |
| 5 |
Morgan Stanley
New York
|
+$226K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.52M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.13M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$731K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$724K |
| 5 |
ACMA
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
-$459K |
PSR Hedge Fund Activity: Q3 2024 in Review
49 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q3 2024, worth a combined $34.8M — up 17% from $29.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PSR and 4 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 18 added.
The largest buyer was Merit Financial Group, adding an estimated $3.47M. The largest seller was Susquehanna International Group, cutting an estimated $1.52M.
- 49 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q3 2024, down from 53 in Q2 2024.
- Funds reported $34.8M of Invesco Active US Real Estate Fund stock for Q3 2024, up 17% quarter-over-quarter.
- 4 funds opened new Invesco Active US Real Estate Fund positions in Q3 2024 and 7 closed out, a net change of -3 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q3 2024 was Merit Financial Group, an estimated $3.47M added.
- The largest Invesco Active US Real Estate Fund seller in Q3 2024 was Susquehanna International Group, an estimated $1.52M sold.
Based on aggregated 13F filings for Q3 2024.