Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
10 hedge funds and large institutions have $7.85M invested in Invesco Wilshire US REIT ETF in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
19% less capital invested
Capital invested by funds: $9.75M → $7.85M (-$1.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.25M |
| 2 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$532K |
| 3 |
Morgan Stanley
New York
|
+$138K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$19.4K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$4.67K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$3.17M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$523K |
| 3 |
MA
MCF Advisors
Covington,
Kentucky
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AII
1
AGF Investments Inc
Toronto,
Ontario, Canada
| $4.47M | -$3.17M | -86,300 | -41% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $1.24M | +$1.25M | +33,958 | +5,399% |
|
|
CA
3
Cetera Advisors
Denver,
Colorado
| $845K | +$4.67K | +127 | +0.5% |
|
|
BF
4
BOK Financial
Tulsa,
Oklahoma
| $517K | +$532K | +14,470 | New |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $445K | -$523K | -14,239 | -53% |
|
6
Wells Fargo
San Francisco,
California
| $153K | – | – | – |
|
|
7
Morgan Stanley
New York
| $134K | +$138K | +3,767 | New |
|
8
Creative Planning
Overland Park,
Kansas
| $21K | – | – | – |
|
|
U
9
UBS
Zurich,
Switzerland
| $19K | +$19.4K | +528 | New |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | – | – | – |
|
|
MA
11
MCF Advisors
Covington,
Kentucky
| – | -$3K | -75 | Closed |
|
WREI Hedge Fund Activity: Q4 2013 in Review
10 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q4 2013, worth a combined $7.85M — down 19% from $9.75M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WREI positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, adding an estimated $1.25M. The largest seller was AGF Investments Inc, cutting an estimated $3.17M.
- 10 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q4 2013, up from 8 in Q3 2013.
- Funds reported $7.85M of Invesco Wilshire US REIT ETF stock for Q4 2013, down 19% quarter-over-quarter.
- 3 funds opened new Invesco Wilshire US REIT ETF positions in Q4 2013 and 1 closed out, a net change of +2 holders.
- The largest Invesco Wilshire US REIT ETF buyer in Q4 2013 was Bank of America, an estimated $1.25M added.
- The largest Invesco Wilshire US REIT ETF seller in Q4 2013 was AGF Investments Inc, an estimated $3.17M sold.
Based on aggregated 13F filings for Q4 2013.