Invesco Active US Real Estate Fund
14 hedge funds and large institutions have $16.1M invested in Invesco Active US Real Estate Fund in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.
1.36% more ownership
Funds ownership: 49.23% → 50.6% (+1.4%)
1% less capital invested
Capital invested by funds: $16.2M → $16.1M (-$159K)
7% less funds holding
Funds holding: 15 → 14 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$735K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$50.3K |
| 3 |
AIG
American International Group
New York
|
+$32.3K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$17.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$711K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$536K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$424K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$216K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$116K |
PSR Hedge Fund Activity: Q3 2013 in Review
14 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q3 2013, worth a combined $16.1M — down 0.98% from $16.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSR and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 3 added.
The largest buyer was Invesco, adding an estimated $735K. The largest seller was MSI Financial Services, cutting an estimated $711K.
- 14 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q3 2013, down from 15 in Q2 2013.
- Funds reported $16.1M of Invesco Active US Real Estate Fund stock for Q3 2013, down 0.98% quarter-over-quarter.
- 2 funds opened new Invesco Active US Real Estate Fund positions in Q3 2013 and 3 closed out, a net change of -1 holder.
- The largest Invesco Active US Real Estate Fund buyer in Q3 2013 was Invesco, an estimated $735K added.
- The largest Invesco Active US Real Estate Fund seller in Q3 2013 was MSI Financial Services, an estimated $711K sold.
Based on aggregated 13F filings for Q3 2013.