Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
12 hedge funds and large institutions have $8.73M invested in Invesco Wilshire US REIT ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
20% more funds holding
Funds holding: 10 → 12 (+2)
13% less capital invested
Capital invested by funds: $10M → $8.73M (-$1.31M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$585K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$116K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$41.9K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$25K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$17.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.6M |
| 2 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$138K |
| 3 |
Morgan Stanley
New York
|
-$97.1K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$34.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AII
1
AGF Investments Inc
Toronto,
Ontario, Canada
| $4.14M | -$138K | -3,300 | -3% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.29M | +$585K | +13,964 | +32% |
|
|
CA
3
Cetera Advisors
Denver,
Colorado
| $992K | +$14.8K | +352 | +1% |
|
|
BF
4
BOK Financial
Tulsa,
Oklahoma
| $580K | – | – | – |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $263K | +$116K | +2,774 | +73% |
|
|
6
Wells Fargo
San Francisco,
California
| $188K | +$17.6K | +420 | +10% |
|
|
7
Morgan Stanley
New York
| $139K | -$97.1K | -2,316 | -40% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $61K | -$1.6M | -38,098 | -96% |
|
|
9
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $40K | +$41.9K | +1,000 | New |
|
|
U
10
UBS
Zurich,
Switzerland
| $24K | +$25K | +597 | New |
|
|
PAG
11
Private Advisor Group
Morristown,
New Jersey
| $13K | +$13.2K | +315 | New |
|
12
Ameriprise
Minneapolis,
Minnesota
| $4K | – | – | – |
|
|
BRWA
13
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$34.7K | -840 | Closed |
|
WREI Hedge Fund Activity: Q3 2014 in Review
12 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q3 2014, worth a combined $8.73M — down 13% from $10M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WREI positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $585K. The largest seller was Bank of America, cutting an estimated $1.6M.
- 12 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q3 2014, up from 10 in Q2 2014.
- Funds reported $8.73M of Invesco Wilshire US REIT ETF stock for Q3 2014, down 13% quarter-over-quarter.
- 3 funds opened new Invesco Wilshire US REIT ETF positions in Q3 2014 and 1 closed out, a net change of +2 holders.
- The largest Invesco Wilshire US REIT ETF buyer in Q3 2014 was Susquehanna International Group, an estimated $585K added.
- The largest Invesco Wilshire US REIT ETF seller in Q3 2014 was Bank of America, an estimated $1.6M sold.
Based on aggregated 13F filings for Q3 2014.