Invesco Active US Real Estate Fund
15 hedge funds and large institutions have $16.8M invested in Invesco Active US Real Estate Fund in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
7% more funds holding
Funds holding: 14 → 15 (+1)
3.28% more ownership
Funds ownership: 50.6% → 53.87% (+3.3%)
5% more capital invested
Capital invested by funds: $16.1M → $16.8M (+$747K)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$1.35M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$523K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$254K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$66K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$14K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$947K |
| 2 |
Morgan Stanley
New York
|
-$117K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$49K |
| 4 |
WA
WBH Advisory
Baltimore,
Maryland
|
-$22.7K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$9.76K |
PSR Hedge Fund Activity: Q4 2013 in Review
15 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q4 2013, worth a combined $16.8M — up 4.6% from $16.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PSR positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 7 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $1.35M. The largest seller was Virtu KCG Holdings, cutting an estimated $947K.
- 15 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q4 2013, up from 14 in Q3 2013.
- Funds reported $16.8M of Invesco Active US Real Estate Fund stock for Q4 2013, up 4.6% quarter-over-quarter.
- 2 funds opened new Invesco Active US Real Estate Fund positions in Q4 2013 and 1 closed out, a net change of +1 holder.
- The largest Invesco Active US Real Estate Fund buyer in Q4 2013 was HighTower Advisors, an estimated $1.35M added.
- The largest Invesco Active US Real Estate Fund seller in Q4 2013 was Virtu KCG Holdings, an estimated $947K sold.
Based on aggregated 13F filings for Q4 2013.