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Invesco Active US Real Estate Fund
PSR

20 hedge funds and large institutions have $7.65M invested in Invesco Active US Real Estate Fund in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

15% more capital invested

Capital invested by funds: $6.63M → $7.65M (+$1.02M)

5% more funds holding

Funds holding: 19 → 20 (+1)

4.98% more ownership

Funds ownership: 23.89% → 28.87% (+5%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$464K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$462K
3
SG Americas Securities
SG Americas Securities
New York
+$419K
4
Jane Street
Jane Street
New York
+$319K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$229K

Top Sellers

1
VKH
Virtu KCG Holdings
New York
-$346K
2
Invesco
Invesco
Georgia
-$329K
3
LWA
Lenox Wealth Advisors
New York
-$62K
4
MFS
MSI Financial Services
Massachusetts
-$60.8K
5
AG
Advisor Group
Arizona
-$41.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.31M +$462K +6,205 +25%
SG Americas Securities
2
SG Americas Securities
New York
$873K +$419K +5,629 +94%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$706K +$6.18K +83 +0.9%
LPL Financial
4
LPL Financial
California
$680K -$1.71K -23 -0.3%
Citadel Advisors
5
Citadel Advisors
Florida
$470K +$464K +6,234 New
VKH
6
Virtu KCG Holdings
New York
$404K -$346K -4,650 -46%
Morgan Stanley
7
Morgan Stanley
New York
$363K -$28.4K -382 -7%
Jane Street
8
Jane Street
New York
$315K +$319K +4,290 New
WA
9
WBH Advisory
Maryland
$292K -$14.7K -197 -7%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$263K – – –
RJFSA
11
Raymond James Financial Services Advisors
Florida
$231K +$229K +3,072 New
Wells Fargo
12
Wells Fargo
California
$199K +$174K +2,341 +743%
MFS
13
MSI Financial Services
Massachusetts
$181K -$60.8K -816 -25%
UBS Group
14
UBS Group
Switzerland
$128K +$84.2K +1,130 +196%
Citigroup
15
Citigroup
New York
$113K – – –
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$82K +$74 +1 +0.1%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$28K – – –
AG
18
Advisor Group
Arizona
$15K -$41.8K -561 -74%
Invesco
19
Invesco
Georgia
– -$329K -4,131 Closed
LWA
20
Lenox Wealth Advisors
New York
– -$62K -780 Closed

PSR Hedge Fund Activity: Q4 2016 in Review

20 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q4 2016, worth a combined $7.65M — up 15% from $6.63M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PSR positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $464K. The largest seller was Virtu KCG Holdings, cutting an estimated $346K.

  • 20 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q4 2016, up from 19 in Q3 2016.
  • Funds reported $7.65M of Invesco Active US Real Estate Fund stock for Q4 2016, up 15% quarter-over-quarter.
  • 3 funds opened new Invesco Active US Real Estate Fund positions in Q4 2016 and 2 closed out, a net change of +1 holder.
  • The largest Invesco Active US Real Estate Fund buyer in Q4 2016 was Citadel Advisors, an estimated $464K added.
  • The largest Invesco Active US Real Estate Fund seller in Q4 2016 was Virtu KCG Holdings, an estimated $346K sold.

Based on aggregated 13F filings for Q4 2016.