Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
13 hedge funds and large institutions have $6.8M invested in Invesco Wilshire US REIT ETF in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
5% less capital invested
Capital invested by funds: $7.15M → $6.8M (-$344K)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$542K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$305K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.51K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$8.19K |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$3.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$148K |
| 2 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$125K |
| 3 |
Morgan Stanley
New York
|
-$62.9K |
| 4 |
AIG
American International Group
New York
|
-$42.3K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$15.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AII
1
AGF Investments Inc
Toronto,
Ontario, Canada
| $3.56M | -$125K | -2,785 | -3% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.19M | +$305K | +6,776 | +32% |
|
|
CA
3
Cetera Advisors
Denver,
Colorado
| $1.13M | +$8.19K | +182 | +0.7% |
|
|
4
Citadel Advisors
Miami,
Florida
| $509K | +$542K | +12,048 | New |
|
|
5
Wells Fargo
San Francisco,
California
| $223K | +$8.51K | +189 | +4% |
|
|
6
Morgan Stanley
New York
| $102K | -$62.9K | -1,396 | -37% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $38K | -$15.2K | -337 | -28% |
|
8
UBS Group
Zurich,
Switzerland
| $12K | -$3.38K | -75 | -21% |
|
|
MAA
9
Managed Account Advisors
Jersey City,
New Jersey
| $11K | +$3.24K | +72 | +38% |
|
|
10
Bank of America
Charlotte,
North Carolina
| $10K | -$148K | -3,283 | -93% |
|
|
MFS
11
MSI Financial Services
Springfield,
Massachusetts
| $8K | – | – | – |
|
|
LTFS
12
Ladenburg Thalmann Financial Services
Miami,
Florida
| $7K | – | – | – |
|
|
AIG
13
American International Group
New York
| – | -$42.3K | -890 | Closed |
|
WREI Hedge Fund Activity: Q2 2015 in Review
13 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q2 2015, worth a combined $6.8M — down 4.8% from $7.15M a quarter earlier.
Fund positioning in WREI was balanced in Q2 2015: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $542K. The largest seller was Bank of America, cutting an estimated $148K.
- 13 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $6.8M of Invesco Wilshire US REIT ETF stock for Q2 2015, down 4.8% quarter-over-quarter.
- 1 fund opened new Invesco Wilshire US REIT ETF positions in Q2 2015 and 1 closed out, a net change of 0 holders.
- The largest Invesco Wilshire US REIT ETF buyer in Q2 2015 was Citadel Advisors, an estimated $542K added.
- The largest Invesco Wilshire US REIT ETF seller in Q2 2015 was Bank of America, an estimated $148K sold.
Based on aggregated 13F filings for Q2 2015.