Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
12 hedge funds and large institutions have $5.18M invested in Invesco Wilshire US REIT ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.
125% more capital invested
Capital invested by funds: $2.3M → $5.18M (+$2.87M)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
20% more funds holding
Funds holding: 10 → 12 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.48M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.06M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$617K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$26.4K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$23.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$142K |
| 2 |
Morgan Stanley
New York
|
-$4.29K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.57M | +$1.48M | +31,387 | +1,302% |
|
|
AII
2
AGF Investments Inc
Toronto,
Ontario, Canada
| $1.28M | -$142K | -3,023 | -10% |
|
|
3
Citadel Advisors
Miami,
Florida
| $1.05M | +$1.06M | +22,557 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $640K | +$617K | +13,109 | +2,068% |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $244K | +$22.4K | +475 | +10% |
|
|
6
Wells Fargo
San Francisco,
California
| $222K | -$2.12K | -45 | -0.9% |
|
|
7
Morgan Stanley
New York
| $91K | -$4.29K | -91 | -4% |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $27K | +$23.5K | +500 | +694% |
|
|
SPIA
9
Steward Partners Investment Advisory
New York
| $26K | +$26.4K | +560 | New |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $10K | +$10.1K | +215 | New |
|
11
UBS Group
Zurich,
Switzerland
| $9K | +$2.12K | +45 | +31% |
|
WREI Hedge Fund Activity: Q1 2017 in Review
12 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q1 2017, worth a combined $5.18M — up 125% from $2.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WREI positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.48M. The largest seller was AGF Investments Inc, cutting an estimated $142K.
- 12 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q1 2017, up from 10 in Q4 2016.
- Funds reported $5.18M of Invesco Wilshire US REIT ETF stock for Q1 2017, up 125% quarter-over-quarter.
- 3 funds opened new Invesco Wilshire US REIT ETF positions in Q1 2017 and 0 closed out, a net change of +3 holders.
- The largest Invesco Wilshire US REIT ETF buyer in Q1 2017 was Royal Bank of Canada, an estimated $1.48M added.
- The largest Invesco Wilshire US REIT ETF seller in Q1 2017 was AGF Investments Inc, an estimated $142K sold.
Based on aggregated 13F filings for Q1 2017.