Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
10 hedge funds and large institutions have $10M invested in Invesco Wilshire US REIT ETF in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 0 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
23% more capital invested
Capital invested by funds: $8.18M → $10M (+$1.86M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.37M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$134K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$115K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$34.2K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$13.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$297K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AII
1
AGF Investments Inc
Toronto,
Ontario, Canada
| $4.39M | -$297K | -7,300 | -6% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.78M | +$1.37M | +33,720 | +358% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $1.64M | +$115K | +2,820 | +8% |
|
|
CA
4
Cetera Advisors
Denver,
Colorado
| $1.01M | +$13.5K | +332 | +1% |
|
|
BF
5
BOK Financial
Tulsa,
Oklahoma
| $597K | – | – | – |
|
6
Morgan Stanley
New York
| $238K | +$12.9K | +317 | +6% |
|
7
Wells Fargo
San Francisco,
California
| $177K | – | – | – |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $157K | +$134K | +3,302 | +647% |
|
|
BRWA
9
B. Riley Wealth Advisors
Boca Raton,
Florida
| $34.7K | +$34.2K | +840 | New |
|
10
Ameriprise
Minneapolis,
Minnesota
| $4K | +$4.2K | +103 | New |
|
WREI Hedge Fund Activity: Q2 2014 in Review
10 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q2 2014, worth a combined $10M — up 23% from $8.18M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WREI positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.37M. The largest seller was AGF Investments Inc, cutting an estimated $297K.
- 10 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q2 2014, up from 8 in Q1 2014.
- Funds reported $10M of Invesco Wilshire US REIT ETF stock for Q2 2014, up 23% quarter-over-quarter.
- 2 funds opened new Invesco Wilshire US REIT ETF positions in Q2 2014 and 0 closed out, a net change of +2 holders.
- The largest Invesco Wilshire US REIT ETF buyer in Q2 2014 was Susquehanna International Group, an estimated $1.37M added.
- The largest Invesco Wilshire US REIT ETF seller in Q2 2014 was AGF Investments Inc, an estimated $297K sold.
Based on aggregated 13F filings for Q2 2014.