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Invesco Active US Real Estate Fund
PSR

18 hedge funds and large institutions have $7.64M invested in Invesco Active US Real Estate Fund in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding

Funds holding: 16 → 18 (+2)

1.66% more ownership

Funds ownership: 29.39% → 31.05% (+1.7%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

6% less capital invested

Capital invested by funds: $8.14M → $7.64M (-$498K)

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
+$146K
2
Morgan Stanley
Morgan Stanley
New York
+$93.9K
3
LPL Financial
LPL Financial
California
+$64.5K
4
AG
Advisor Group
Arizona
+$26.6K
5
IA
IFP Advisors
Florida
+$23.7K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$504K
2
Jane Street
Jane Street
New York
-$312K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$161K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$139K
5
UBS Group
UBS Group
Switzerland
-$57.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.2M -$139K -1,706 -6%
Wells Fargo
2
Wells Fargo
California
$942K -$504K -6,191 -35%
LPL Financial
3
LPL Financial
California
$801K +$64.5K +792 +9%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$676K – – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$543K -$161K -1,971 -23%
Morgan Stanley
6
Morgan Stanley
New York
$458K +$93.9K +1,153 +26%
RJA
7
Raymond James & Associates
Florida
$451K +$5.7K +70 +1%
Jane Street
8
Jane Street
New York
$383K -$312K -3,830 -45%
SG Americas Securities
9
SG Americas Securities
New York
$370K +$146K +1,789 +66%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$287K – – –
WA
11
WBH Advisory
Maryland
$221K – – –
UBS Group
12
UBS Group
Switzerland
$113K -$57.1K -701 -34%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$97K – – –
AG
14
Advisor Group
Arizona
$43K +$26.6K +327 +164%
IA
15
IFP Advisors
Florida
$24K +$23.7K +291 New
MSA
16
Marino Stram & Associates
Massachusetts
$22K +$21.6K +265 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$16K – – –

PSR Hedge Fund Activity: Q4 2017 in Review

18 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q4 2017, worth a combined $7.64M — down 6.1% from $8.14M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PSR positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $146K. The largest seller was Wells Fargo, cutting an estimated $504K.

  • 18 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q4 2017, up from 16 in Q3 2017.
  • Funds reported $7.64M of Invesco Active US Real Estate Fund stock for Q4 2017, down 6.1% quarter-over-quarter.
  • 2 funds opened new Invesco Active US Real Estate Fund positions in Q4 2017 and 0 closed out, a net change of +2 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q4 2017 was SG Americas Securities, an estimated $146K added.
  • The largest Invesco Active US Real Estate Fund seller in Q4 2017 was Wells Fargo, an estimated $504K sold.

Based on aggregated 13F filings for Q4 2017.