Invesco Active US Real Estate Fund
16 hedge funds and large institutions have $31.1M invested in Invesco Active US Real Estate Fund in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.
10% more capital invested
Capital invested by funds: $28.2M → $31.1M (+$2.9M)
1.28% more ownership
Funds ownership: 58.19% → 59.47% (+1.3%)
11% less funds holding
Funds holding: 18 → 16 (-2)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$2.7M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$113K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$33.6K |
| 5 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$8.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.37M |
| 2 |
Morgan Stanley
New York
|
-$1.01M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$812K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$606K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$137K |
PSR Hedge Fund Activity: Q1 2015 in Review
16 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q1 2015, worth a combined $31.1M — up 10% from $28.2M 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 5 added.
The largest buyer was Royal Bank of Canada, adding an estimated $5.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.37M sold.
- 16 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q1 2015, down from 18 in Q4 2014.
- Funds reported $31.1M of Invesco Active US Real Estate Fund stock for Q1 2015, up 10% quarter-over-quarter.
- 2 funds opened new Invesco Active US Real Estate Fund positions in Q1 2015 and 3 closed out, a net change of -1 holder.
- The largest Invesco Active US Real Estate Fund buyer in Q1 2015 was Royal Bank of Canada, an estimated $5.1M added.
- The largest Invesco Active US Real Estate Fund seller in Q1 2015 was Susquehanna International Group, an estimated $2.37M sold.
Based on aggregated 13F filings for Q1 2015.