Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
8 hedge funds and large institutions have $8.18M invested in Invesco Wilshire US REIT ETF in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
4% more capital invested
Capital invested by funds: $7.85M → $8.18M (+$322K)
20% less funds holding
Funds holding: 10 → 8 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$83.2K |
| 2 |
Morgan Stanley
New York
|
+$63.8K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$15.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$425K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$114K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$21K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AII
1
AGF Investments Inc
Toronto,
Ontario, Canada
| $4.45M | -$425K | -11,300 | -9% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $1.44M | +$83.2K | +2,212 | +6% |
|
|
CA
3
Cetera Advisors
Denver,
Colorado
| $948K | +$15.5K | +411 | +2% |
|
|
BF
4
BOK Financial
Tulsa,
Oklahoma
| $567K | – | – | – |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $369K | -$114K | -3,029 | -24% |
|
|
6
Morgan Stanley
New York
| $214K | +$63.8K | +1,695 | +45% |
|
7
Wells Fargo
San Francisco,
California
| $168K | – | – | – |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $20K | – | – | – |
|
|
9
Creative Planning
Overland Park,
Kansas
| – | -$21K | -598 | Closed |
|
|
U
10
UBS
Zurich,
Switzerland
| – | -$19K | -528 | Closed |
|
WREI Hedge Fund Activity: Q1 2014 in Review
8 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q1 2014, worth a combined $8.18M — up 4.1% from $7.85M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WREI and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 3 added.
The largest buyer was Bank of America, adding an estimated $83.2K. The largest seller was AGF Investments Inc, cutting an estimated $425K.
- 8 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q1 2014, down from 10 in Q4 2013.
- Funds reported $8.18M of Invesco Wilshire US REIT ETF stock for Q1 2014, up 4.1% quarter-over-quarter.
- 0 funds opened new Invesco Wilshire US REIT ETF positions in Q1 2014 and 2 closed out, a net change of -2 holders.
- The largest Invesco Wilshire US REIT ETF buyer in Q1 2014 was Bank of America, an estimated $83.2K added.
- The largest Invesco Wilshire US REIT ETF seller in Q1 2014 was AGF Investments Inc, an estimated $425K sold.
Based on aggregated 13F filings for Q1 2014.