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Invesco Active US Real Estate Fund

23 hedge funds and large institutions have $17.3M invested in Invesco Active US Real Estate Fund in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

33% more capital invested

Capital invested by funds: $13M → $17.3M (+$4.3M)

10% more funds holding

Funds holding: 2123 (+2)

0.52% more ownership

Funds ownership: 42.74%43.26% (+0.52%)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brio Consultants
California
$5.5M +$620K +7,383 +14%
Citadel Advisors
2
Citadel Advisors
Florida
$3.23M +$3.05M +36,272 New
LPL Financial
3
LPL Financial
California
$1.8M +$1.23M +14,606 +263%
Wells Fargo
4
Wells Fargo
California
$1.53M +$153K +1,817 +12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$809K +$6.13K +73 +0.8%
Morgan Stanley
6
Morgan Stanley
New York
$691K -$148K -1,762 -19%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$612K +$16.5K +197 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$591K +$330K +3,934 +146%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$589K +$111K +1,327 +25%
AG
10
Advisor Group
Arizona
$515K +$420K +5,004 +642%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$420K -$5.04K -60 -1%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$312K
WA
13
WBH Advisory
Maryland
$230K +$217K +2,587 New
VF
14
Virtu Financial
New York
$221K -$4.01M -47,694 -95%
UBS Group
15
UBS Group
Switzerland
$94K -$5.29K -63 -6%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$89K
CFGS
17
Concourse Financial Group Securities
Alabama
$26K
FHA
18
Flagship Harbor Advisors
Massachusetts
$24K
MSA
19
Marino Stram & Associates
Massachusetts
$24K
MNBTD
20
Moody National Bank Trust Division
Texas
$23K +$21.9K +261 New
AA
21
Advisory Alpha
Michigan
$11.9K +$11.3K +135 New
CIAS
22
Capital Investment Advisory Services
North Carolina
$4K
WANY
23
Wealthspire Advisors (New York)
New York
-$23K -300 Closed

PSR Hedge Fund Activity: Q1 2019 in Review

23 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q1 2019, worth a combined $17.3M — up 33% from $13M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PSR positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.05M. The largest seller was Virtu Financial, cutting an estimated $4.01M.

  • 23 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q1 2019, up from 21 in Q4 2018.
  • Funds reported $17.3M of Invesco Active US Real Estate Fund stock for Q1 2019, up 33% quarter-over-quarter.
  • 4 funds opened new Invesco Active US Real Estate Fund positions in Q1 2019 and 2 closed out, a net change of +2 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q1 2019 was Citadel Advisors, an estimated $3.05M added.
  • The largest Invesco Active US Real Estate Fund seller in Q1 2019 was Virtu Financial, an estimated $4.01M sold.

Based on aggregated 13F filings for Q1 2019.