Invesco Active US Real Estate Fund
16 hedge funds and large institutions have $18.1M invested in Invesco Active US Real Estate Fund in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 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
8% more capital invested
Capital invested by funds: $16.8M → $18.1M (+$1.32M)
7% more funds holding
Funds holding: 15 → 16 (+1)
0.29% less ownership
Funds ownership: 53.87% → 53.58% (-0.29%)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$858K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$309K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$80.7K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$46.5K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$40.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$530K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$509K |
| 3 |
Morgan Stanley
New York
|
-$356K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$30.3K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$8.37K |
PSR Hedge Fund Activity: Q1 2014 in Review
16 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q1 2014, worth a combined $18.1M — up 7.8% from $16.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PSR positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Invesco, adding an estimated $858K. The largest seller was Virtu KCG Holdings, cutting an estimated $530K.
- 16 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q1 2014, up from 15 in Q4 2013.
- Funds reported $18.1M of Invesco Active US Real Estate Fund stock for Q1 2014, up 7.8% quarter-over-quarter.
- 2 funds opened new Invesco Active US Real Estate Fund positions in Q1 2014 and 1 closed out, a net change of +1 holder.
- The largest Invesco Active US Real Estate Fund buyer in Q1 2014 was Invesco, an estimated $858K added.
- The largest Invesco Active US Real Estate Fund seller in Q1 2014 was Virtu KCG Holdings, an estimated $530K sold.
Based on aggregated 13F filings for Q1 2014.