Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
8 hedge funds and large institutions have $9.75M invested in Invesco Wilshire US REIT ETF in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 4 closing their positions.
27% less funds holding
Funds holding: 11 → 8 (-3)
31% less capital invested
Capital invested by funds: $14.1M → $9.75M (-$4.34M)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
+$157K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$31.7K |
| 3 |
MA
MCF Advisors
Covington,
Kentucky
|
+$2.81K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.57M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$234K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$227K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$61K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AII
1
AGF Investments Inc
Toronto,
Ontario, Canada
| $7.7M | +$157K | +4,200 | +2% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $975K | -$1.57M | -41,997 | -61% |
|
|
CA
3
Cetera Advisors
Denver,
Colorado
| $856K | +$31.7K | +848 | +4% |
|
|
4
Wells Fargo
San Francisco,
California
| $156K | -$227K | -6,054 | -59% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $23K | -$234K | -6,264 | -91% |
|
6
Creative Planning
Overland Park,
Kansas
| $22K | – | – | – |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $19K | – | – | – |
|
|
MA
8
MCF Advisors
Covington,
Kentucky
| $3K | +$2.81K | +75 | New |
|
|
9
Morgan Stanley
New York
| – | -$1.9M | -49,931 | Closed |
|
|
MFS
10
MSI Financial Services
Springfield,
Massachusetts
| – | -$61K | -1,600 | Closed |
|
|
U
11
UBS
Zurich,
Switzerland
| – | -$47K | -1,240 | Closed |
|
|
BFEC
12
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$2K | -47 | Closed |
|
WREI Hedge Fund Activity: Q3 2013 in Review
8 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q3 2013, worth a combined $9.75M — down 31% from $14.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of WREI and 1 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was AGF Investments Inc, adding an estimated $157K. The largest seller was Morgan Stanley, exiting entirely with an estimated $1.9M sold.
- 8 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q3 2013, down from 11 in Q2 2013.
- Funds reported $9.75M of Invesco Wilshire US REIT ETF stock for Q3 2013, down 31% quarter-over-quarter.
- 1 fund opened new Invesco Wilshire US REIT ETF positions in Q3 2013 and 4 closed out, a net change of -3 holders.
- The largest Invesco Wilshire US REIT ETF buyer in Q3 2013 was AGF Investments Inc, an estimated $157K added.
- The largest Invesco Wilshire US REIT ETF seller in Q3 2013 was Morgan Stanley, an estimated $1.9M sold.
Based on aggregated 13F filings for Q3 2013.