Invesco Active US Real Estate Fund
21 hedge funds and large institutions have $13M invested in Invesco Active US Real Estate Fund in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
73% more capital invested
Capital invested by funds: $7.53M → $13M (+$5.52M)
24% more funds holding
Funds holding: 17 → 21 (+4)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
12.05% more ownership
Funds ownership: 30.68% → 42.74% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$4.02M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$244K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$216K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$104K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$56.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$2.07M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$429K |
| 3 |
WA
WBH Advisory
Baltimore,
Maryland
|
-$210K |
| 4 |
Morgan Stanley
New York
|
-$105K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$51.9K |
PSR Hedge Fund Activity: Q4 2018 in Review
21 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q4 2018, worth a combined $13M — up 73% from $7.53M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PSR positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Virtu Financial, opening a new position worth an estimated $4.02M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $2.07M sold.
- 21 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q4 2018, up from 17 in Q3 2018.
- Funds reported $13M of Invesco Active US Real Estate Fund stock for Q4 2018, up 73% quarter-over-quarter.
- 7 funds opened new Invesco Active US Real Estate Fund positions in Q4 2018 and 3 closed out, a net change of +4 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q4 2018 was Virtu Financial, an estimated $4.02M added.
- The largest Invesco Active US Real Estate Fund seller in Q4 2018 was Sowell Financial Services, an estimated $2.07M sold.
Based on aggregated 13F filings for Q4 2018.