Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
10 hedge funds and large institutions have $5.4M invested in Invesco Wilshire US REIT ETF in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
23% more capital invested
Capital invested by funds: $4.38M → $5.4M (+$1.01M)
11% more funds holding
Funds holding: 9 → 10 (+1)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
+$983K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$768K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$147K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$4.47K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$632 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$843K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$337K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$7K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$587 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AII
1
AGF Investments Inc
Toronto,
Ontario, Canada
| $3.47M | +$983K | +21,769 | +40% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $779K | +$768K | +17,012 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $285K | -$337K | -7,462 | -55% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $269K | -$843K | -18,674 | -76% |
|
|
5
Wells Fargo
San Francisco,
California
| $237K | -$587 | -13 | -0.3% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $231K | +$147K | +3,257 | +187% |
|
7
Morgan Stanley
New York
| $111K | – | – | – |
|
|
MFS
8
MSI Financial Services
Springfield,
Massachusetts
| $13K | +$4.47K | +99 | +54% |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $1K | +$632 | +14 | New |
|
|
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$7K | -156 | Closed |
|
WREI Hedge Fund Activity: Q4 2015 in Review
10 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q4 2015, worth a combined $5.4M — up 23% from $4.38M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WREI positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was AGF Investments Inc, adding an estimated $983K. The largest seller was Royal Bank of Canada, cutting an estimated $843K.
- 10 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q4 2015, up from 9 in Q3 2015.
- Funds reported $5.4M of Invesco Wilshire US REIT ETF stock for Q4 2015, up 23% quarter-over-quarter.
- 2 funds opened new Invesco Wilshire US REIT ETF positions in Q4 2015 and 1 closed out, a net change of +1 holder.
- The largest Invesco Wilshire US REIT ETF buyer in Q4 2015 was AGF Investments Inc, an estimated $983K added.
- The largest Invesco Wilshire US REIT ETF seller in Q4 2015 was Royal Bank of Canada, an estimated $843K sold.
Based on aggregated 13F filings for Q4 2015.