Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
11 hedge funds and large institutions have $5.1M invested in Invesco Wilshire US REIT ETF in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
10% more funds holding
Funds holding: 10 → 11 (+1)
5% less capital invested
Capital invested by funds: $5.4M → $5.1M (-$295K)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.13M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$244K |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$24.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$20.4K |
| 5 |
AIG
American International Group
New York
|
+$3.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$1.65M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$187K |
| 3 |
Morgan Stanley
New York
|
-$21.7K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$9.73K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.04K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.02M | +$1.13M | +25,509 | +150% |
|
|
AII
2
AGF Investments Inc
Toronto,
Ontario, Canada
| $1.83M | -$1.65M | -37,227 | -49% |
|
|
3
Citadel Advisors
Miami,
Florida
| $557K | +$244K | +5,498 | +89% |
|
|
4
Wells Fargo
San Francisco,
California
| $234K | -$9.73K | -219 | -4% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $228K | -$8.04K | -181 | -4% |
|
|
6
Morgan Stanley
New York
| $91K | -$21.7K | -489 | -20% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $76K | -$187K | -4,203 | -72% |
|
|
MFS
8
MSI Financial Services
Springfield,
Massachusetts
| $39K | +$24.4K | +549 | +195% |
|
|
9
UBS Group
Zurich,
Switzerland
| $22K | +$20.4K | +459 | New |
|
|
AIG
10
American International Group
New York
| $3K | +$3.2K | +72 | New |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$1K | -14 | Closed |
|
WREI Hedge Fund Activity: Q1 2016 in Review
11 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q1 2016, worth a combined $5.1M — down 5.5% from $5.4M 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 5 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.13M. The largest seller was AGF Investments Inc, cutting an estimated $1.65M.
- 11 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q1 2016, up from 10 in Q4 2015.
- Funds reported $5.1M of Invesco Wilshire US REIT ETF stock for Q1 2016, down 5.5% quarter-over-quarter.
- 2 funds opened new Invesco Wilshire US REIT ETF positions in Q1 2016 and 1 closed out, a net change of +1 holder.
- The largest Invesco Wilshire US REIT ETF buyer in Q1 2016 was Susquehanna International Group, an estimated $1.13M added.
- The largest Invesco Wilshire US REIT ETF seller in Q1 2016 was AGF Investments Inc, an estimated $1.65M sold.
Based on aggregated 13F filings for Q1 2016.