Invesco Active US Real Estate Fund
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.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
35% more capital invested
Capital invested by funds: $20.8M → $28.2M (+$7.36M)
29% more funds holding
Funds holding: 14 → 18 (+4)
4.45% more ownership
Funds ownership: 53.74% → 58.19% (+4.5%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.24M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.09M |
| 3 |
Morgan Stanley
New York
|
+$1.02M |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
+$127K |
| 5 |
LWA
Lenox Wealth Advisors
New York
|
+$110K |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$292K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$126K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$81.1K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$65K |
| 5 |
WA
WBH Advisory
Baltimore,
Maryland
|
-$57.2K |
PSR Hedge Fund Activity: Q4 2014 in Review
18 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q4 2014, worth a combined $28.2M — up 35% from $20.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PSR positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.24M. The largest seller was Royal Bank of Canada, cutting an estimated $292K.
- 18 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q4 2014, up from 14 in Q3 2014.
- Funds reported $28.2M of Invesco Active US Real Estate Fund stock for Q4 2014, up 35% quarter-over-quarter.
- 6 funds opened new Invesco Active US Real Estate Fund positions in Q4 2014 and 1 closed out, a net change of +5 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q4 2014 was Susquehanna International Group, an estimated $2.24M added.
- The largest Invesco Active US Real Estate Fund seller in Q4 2014 was Royal Bank of Canada, an estimated $292K sold.
Based on aggregated 13F filings for Q4 2014.