Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
11 hedge funds and large institutions have $4.48M invested in Invesco Wilshire US REIT ETF in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
8% less funds holding
Funds holding: 12 → 11 (-1)
24% less capital invested
Capital invested by funds: $5.93M → $4.48M (-$1.45M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.16M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$388K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$57.7K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$23.7K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.52M |
| 2 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$1.18M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$8.12K |
| 4 |
Morgan Stanley
New York
|
-$3.33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.08M | +$388K | +8,269 | +23% |
|
|
2
Goldman Sachs
New York
| $1.14M | +$1.16M | +24,636 | New |
|
|
3
Bank of America
Charlotte,
North Carolina
| $660K | +$23.7K | +504 | +4% |
|
4
Wells Fargo
San Francisco,
California
| $221K | – | – | – |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $199K | -$1.52M | -32,330 | -88% |
|
|
6
Morgan Stanley
New York
| $87K | -$3.33K | -71 | -4% |
|
|
7
UBS Group
Zurich,
Switzerland
| $59K | +$57.7K | +1,229 | +3,511% |
|
|
SPIA
8
Steward Partners Investment Advisory
New York
| $17K | -$8.12K | -173 | -31% |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $10K | – | – | – |
|
|
AG
10
Advisor Group
Phoenix,
Arizona
| $10K | +$7K | +149 | +207% |
|
|
AII
11
AGF Investments Inc
Toronto,
Ontario, Canada
| – | -$1.18M | -24,985 | Closed |
|
WREI Hedge Fund Activity: Q3 2017 in Review
11 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q3 2017, worth a combined $4.48M — down 24% from $5.93M a quarter earlier.
Fund positioning in WREI was balanced in Q3 2017: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 3 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.16M. The largest seller was Royal Bank of Canada, cutting an estimated $1.52M.
- 11 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q3 2017, down from 12 in Q2 2017.
- Funds reported $4.48M of Invesco Wilshire US REIT ETF stock for Q3 2017, down 24% quarter-over-quarter.
- 1 fund opened new Invesco Wilshire US REIT ETF positions in Q3 2017 and 1 closed out, a net change of 0 holders.
- The largest Invesco Wilshire US REIT ETF buyer in Q3 2017 was Goldman Sachs, an estimated $1.16M added.
- The largest Invesco Wilshire US REIT ETF seller in Q3 2017 was Royal Bank of Canada, an estimated $1.52M sold.
Based on aggregated 13F filings for Q3 2017.