Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
10 hedge funds and large institutions have $5M invested in Invesco Wilshire US REIT ETF in 2016 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
2% less capital invested
Capital invested by funds: $5.1M → $5M (-$107K)
9% less funds holding
Funds holding: 11 → 10 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$110K |
| 2 |
Morgan Stanley
New York
|
+$89.1K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$78.2K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$18.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$557K |
| 2 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$63.2K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$14.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.9K |
| 5 |
AIG
American International Group
New York
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.24M | +$110K | +2,311 | +5% |
|
|
AII
2
AGF Investments Inc
Toronto,
Ontario, Canada
| $1.85M | -$63.2K | -1,328 | -3% |
|
3
Wells Fargo
San Francisco,
California
| $245K | -$333 | -7 | -0.1% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $225K | -$14.9K | -313 | -6% |
|
|
5
Morgan Stanley
New York
| $189K | +$89.1K | +1,873 | +97% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $162K | +$78.2K | +1,644 | +102% |
|
|
MFS
7
MSI Financial Services
Springfield,
Massachusetts
| $61K | +$18.8K | +395 | +48% |
|
|
8
UBS Group
Zurich,
Switzerland
| $19K | -$3.9K | -82 | -18% |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $3K | +$3.42K | +72 | New |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$557K | -11,710 | Closed |
|
|
AIG
11
American International Group
New York
| – | -$3K | -72 | Closed |
|
WREI Hedge Fund Activity: Q2 2016 in Review
10 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q2 2016, worth a combined $5M — down 2.1% from $5.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WREI and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 4 added.
The largest buyer was Susquehanna International Group, adding an estimated $110K. The largest seller was Citadel Advisors, exiting entirely with an estimated $557K sold.
- 10 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q2 2016, down from 11 in Q1 2016.
- Funds reported $5M of Invesco Wilshire US REIT ETF stock for Q2 2016, down 2.1% quarter-over-quarter.
- 1 fund opened new Invesco Wilshire US REIT ETF positions in Q2 2016 and 2 closed out, a net change of -1 holder.
- The largest Invesco Wilshire US REIT ETF buyer in Q2 2016 was Susquehanna International Group, an estimated $110K added.
- The largest Invesco Wilshire US REIT ETF seller in Q2 2016 was Citadel Advisors, an estimated $557K sold.
Based on aggregated 13F filings for Q2 2016.