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Invesco Active US Real Estate Fund
PSR

Overview Fund Activity

18 hedge funds and large institutions have $28.2M invested in Invesco Active US Real Estate Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
3
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.37M
2
Invesco
2
Invesco
Georgia
$20.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.22M
4
NPC
4
National Planning Corporation
California
$137K
5
LWA
5
Lenox Wealth Advisors
New York
$116K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$310K
2
Wells Fargo
2
Wells Fargo
California
$167K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.9M
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
WA
5
WBH Advisory
Maryland
$259K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$20.4M 274,391 +15,446 +6%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.37M 31,891 +31,891 New
HighTower Advisors
3
HighTower Advisors
Illinois
$1.9M 25,473 -1,153 -4%
Morgan Stanley
4
Morgan Stanley
New York
$1.22M 16,341 +14,451 +765%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$890K 11,950 – –
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$310K 4,161 -4,146 -50%
WA
7
WBH Advisory
Maryland
$259K 3,481 -813 -19%
Wells Fargo
8
Wells Fargo
California
$167K 2,236 -1,787 -44%
NPC
9
National Planning Corporation
California
$137K 1,810 +1,810 New
LWA
10
Lenox Wealth Advisors
New York
$116K 1,560 +1,560 New
Citigroup
11
Citigroup
New York
$112K 1,500 – –
MFS
12
MSI Financial Services
Massachusetts
$108K 1,456 – –
AIG
13
American International Group
New York
$88K 1,182 +196 +20%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$24K 319 – –
UBS Group
15
UBS Group
Switzerland
$23K 309 +309 New
NES
16
New England Securities
New York
$9K 125 – –
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3K 41 +41 New
Ameriprise
18
Ameriprise
Minnesota
– – -1,006 Closed
Parallax Volatility Advisers
19
Parallax Volatility Advisers
California
$0 1 +1 New