Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
13 hedge funds and large institutions have $7.15M invested in Invesco Wilshire US REIT ETF in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
12% more capital invested
Capital invested by funds: $6.41M → $7.15M (+$741K)
8% more funds holding
Funds holding: 12 → 13 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.02M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$86.3K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$64.4K |
| 4 |
Morgan Stanley
New York
|
+$35.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$17.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$454K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$144K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$46K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$39 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AII
1
AGF Investments Inc
Toronto,
Ontario, Canada
| $4.13M | -$454K | -9,554 | -10% |
|
|
CA
2
Cetera Advisors
Denver,
Colorado
| $1.27M | +$86.3K | +1,815 | +7% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.01M | +$1.02M | +21,368 | New |
|
4
Wells Fargo
San Francisco,
California
| $243K | – | – | – |
|
|
5
Morgan Stanley
New York
| $182K | +$35.7K | +750 | +25% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $168K | +$64.4K | +1,355 | +62% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $58K | -$144K | -3,022 | -71% |
|
|
AIG
8
American International Group
New York
| $42.3K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $17K | +$17.4K | +365 | New |
|
|
MFS
10
MSI Financial Services
Springfield,
Massachusetts
| $9K | – | – | – |
|
|
MAA
11
Managed Account Advisors
Jersey City,
New Jersey
| $9K | +$9.04K | +190 | New |
|
|
LTFS
12
Ladenburg Thalmann Financial Services
Miami,
Florida
| $7K | – | – | – |
|
|
13
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$46K | -1,000 | Closed |
|
|
BRWA
14
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$39 | -840 | Closed |
|
WREI Hedge Fund Activity: Q1 2015 in Review
13 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q1 2015, worth a combined $7.15M — up 12% from $6.41M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WREI positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.02M. The largest seller was AGF Investments Inc, cutting an estimated $454K.
- 13 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q1 2015, up from 12 in Q4 2014.
- Funds reported $7.15M of Invesco Wilshire US REIT ETF stock for Q1 2015, up 12% quarter-over-quarter.
- 3 funds opened new Invesco Wilshire US REIT ETF positions in Q1 2015 and 2 closed out, a net change of +1 holder.
- The largest Invesco Wilshire US REIT ETF buyer in Q1 2015 was Susquehanna International Group, an estimated $1.02M added.
- The largest Invesco Wilshire US REIT ETF seller in Q1 2015 was AGF Investments Inc, an estimated $454K sold.
Based on aggregated 13F filings for Q1 2015.