Invesco Active US Real Estate Fund
17 hedge funds and large institutions have $7.53M invested in Invesco Active US Real Estate Fund in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.
146% more capital inflows, than outflows
Capital inflows: $4.57M | Capital outflows: $1.85M
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
5.78% more ownership
Funds ownership: 24.91% → 30.68% (+5.8%)
0% more funds holding
Funds holding: 17 → 17 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sowell Financial Services
North Little Rock,
Arkansas
|
+$3.31M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$435K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$329K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$244K |
| 5 |
LPL Financial
San Diego,
California
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.55M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$209K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$37K |
| 4 |
Morgan Stanley
New York
|
-$28.6K |
| 5 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$15K |
PSR Hedge Fund Activity: Q3 2018 in Review
17 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q3 2018, worth a combined $7.53M — up 23% from $6.11M a quarter earlier.
Fund positioning in PSR was balanced in Q3 2018: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 4 trimmed.
The largest buyer was Sowell Financial Services, opening a new position worth an estimated $3.31M. The largest seller was Jane Street, exiting entirely with an estimated $1.55M sold.
- 17 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $7.53M of Invesco Active US Real Estate Fund stock for Q3 2018, up 23% quarter-over-quarter.
- 3 funds opened new Invesco Active US Real Estate Fund positions in Q3 2018 and 3 closed out, a net change of 0 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q3 2018 was Sowell Financial Services, an estimated $3.31M added.
- The largest Invesco Active US Real Estate Fund seller in Q3 2018 was Jane Street, an estimated $1.55M sold.
Based on aggregated 13F filings for Q3 2018.