Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
13 hedge funds and large institutions have $2.61M invested in Invesco Wilshire US REIT ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 6 reducing their positions, and 0 closing their positions.
18% more funds holding
Funds holding: 11 → 13 (+2)
42% less capital invested
Capital invested by funds: $4.48M → $2.61M (-$1.88M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$19.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.78M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$170K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$21.8K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$18.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Goldman Sachs
New York
| $1.17M | -$47 | -1 | -0% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $656K | -$18.5K | -390 | -3% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $342K | -$1.78M | -37,614 | -84% |
|
|
4
Wells Fargo
San Francisco,
California
| $204K | -$21.8K | -460 | -10% |
|
5
Morgan Stanley
New York
| $89K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $45K | -$15K | -316 | -25% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $34K | -$170K | -3,585 | -83% |
|
|
8
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $19K | +$19.4K | +409 | New |
|
|
SPIA
9
Steward Partners Investment Advisory
New York
| $18K | – | – | – |
|
|
CAC
10
Certified Advisory Corp
Altamonte Springs,
Florida
| $16K | +$16.6K | +350 | New |
|
|
AG
11
Advisor Group
Phoenix,
Arizona
| $10K | – | – | – |
|
|
IA
12
IFP Advisors
Tampa,
Florida
| $10K | – | – | – |
|
WREI Hedge Fund Activity: Q4 2017 in Review
13 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q4 2017, worth a combined $2.61M — down 42% from $4.48M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WREI positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 6 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $19.4K. The largest seller was Susquehanna International Group, cutting an estimated $1.78M.
- 13 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q4 2017, up from 11 in Q3 2017.
- Funds reported $2.61M of Invesco Wilshire US REIT ETF stock for Q4 2017, down 42% quarter-over-quarter.
- 2 funds opened new Invesco Wilshire US REIT ETF positions in Q4 2017 and 0 closed out, a net change of +2 holders.
- The largest Invesco Wilshire US REIT ETF buyer in Q4 2017 was Northwestern Mutual Wealth Management, an estimated $19.4K added.
- The largest Invesco Wilshire US REIT ETF seller in Q4 2017 was Susquehanna International Group, an estimated $1.78M sold.
Based on aggregated 13F filings for Q4 2017.