Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
9 hedge funds and large institutions have $4.38M invested in Invesco Wilshire US REIT ETF in 2015 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
31% less funds holding
Funds holding: 13 → 9 (-4)
36% less capital invested
Capital invested by funds: $6.8M → $4.38M (-$2.42M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.03M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$70.9K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$65.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$1.33M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.13M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$12K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5.89K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AII
1
AGF Investments Inc
Toronto,
Ontario, Canada
| $2.33M | -$1.33M | -30,505 | -36% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.05M | +$1.03M | +23,602 | +2,667% |
|
|
3
Citadel Advisors
Miami,
Florida
| $587K | +$70.9K | +1,626 | +13% |
|
|
4
Wells Fargo
San Francisco,
California
| $221K | -$5.89K | -135 | -3% |
|
5
Morgan Stanley
New York
| $104K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| $75K | +$65.5K | +1,501 | +623% |
|
|
MFS
7
MSI Financial Services
Springfield,
Massachusetts
| $8K | – | – | – |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $7K | – | – | – |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.19M | -28,144 | Closed |
|
|
CA
10
Cetera Advisors
Denver,
Colorado
| – | -$1.13M | -26,885 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$12K | -290 | Closed |
|
WREI Hedge Fund Activity: Q3 2015 in Review
9 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q3 2015, worth a combined $4.38M — down 36% from $6.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WREI and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 3 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.03M. The largest seller was AGF Investments Inc, cutting an estimated $1.33M.
- 9 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q3 2015, down from 13 in Q2 2015.
- Funds reported $4.38M of Invesco Wilshire US REIT ETF stock for Q3 2015, down 36% quarter-over-quarter.
- 0 funds opened new Invesco Wilshire US REIT ETF positions in Q3 2015 and 3 closed out, a net change of -3 holders.
- The largest Invesco Wilshire US REIT ETF buyer in Q3 2015 was Royal Bank of Canada, an estimated $1.03M added.
- The largest Invesco Wilshire US REIT ETF seller in Q3 2015 was AGF Investments Inc, an estimated $1.33M sold.
Based on aggregated 13F filings for Q3 2015.