Invesco Active US Real Estate Fund
17 hedge funds and large institutions have $6.11M invested in Invesco Active US Real Estate Fund in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.
5.35% less ownership
Funds ownership: 30.25% → 24.91% (-5.3%)
6% less funds holding
Funds holding: 18 → 17 (-1)
12% less capital invested
Capital invested by funds: $6.94M → $6.11M (-$833K)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$453K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$215K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$94.7K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$35.1K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$21.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.4M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$330K |
| 3 |
SG Americas Securities
New York
|
-$127K |
| 4 |
LPL Financial
San Diego,
California
|
-$83.9K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$66.3K |
PSR Hedge Fund Activity: Q2 2018 in Review
17 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q2 2018, worth a combined $6.11M — down 12% from $6.94M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSR and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 4 added.
The largest buyer was Morgan Stanley, adding an estimated $453K. The largest seller was Jane Street, cutting an estimated $1.4M.
- 17 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q2 2018, down from 18 in Q1 2018.
- Funds reported $6.11M of Invesco Active US Real Estate Fund stock for Q2 2018, down 12% quarter-over-quarter.
- 2 funds opened new Invesco Active US Real Estate Fund positions in Q2 2018 and 3 closed out, a net change of -1 holder.
- The largest Invesco Active US Real Estate Fund buyer in Q2 2018 was Morgan Stanley, an estimated $453K added.
- The largest Invesco Active US Real Estate Fund seller in Q2 2018 was Jane Street, an estimated $1.4M sold.
Based on aggregated 13F filings for Q2 2018.