Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
13 hedge funds and large institutions have $3.25M invested in Invesco Wilshire US REIT ETF in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
25% more capital invested
Capital invested by funds: $2.61M → $3.25M (+$641K)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$329K |
| 2 |
Jane Street
New York
|
+$279K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$235K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$19K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$11.6K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.89K |
| 4 |
Morgan Stanley
New York
|
-$4.36K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Goldman Sachs
New York
| $1.05M | – | – | – |
|
|
2
Bank of America
Charlotte,
North Carolina
| $701K | +$111K | +2,552 | +18% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $539K | +$235K | +5,385 | +75% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $352K | +$329K | +7,543 | +1,062% |
|
|
5
Jane Street
New York
| $274K | +$279K | +6,406 | New |
|
|
6
Wells Fargo
San Francisco,
California
| $177K | -$6.89K | -158 | -4% |
|
|
7
Morgan Stanley
New York
| $76K | -$4.36K | -100 | -5% |
|
|
8
UBS Group
Zurich,
Switzerland
| $29K | -$11.6K | -265 | -28% |
|
|
SPIA
9
Steward Partners Investment Advisory
New York
| $16K | – | – | – |
|
|
CAC
10
Certified Advisory Corp
Altamonte Springs,
Florida
| $14K | – | – | – |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| $10K | – | – | – |
|
|
AG
12
Advisor Group
Phoenix,
Arizona
| $9K | – | – | – |
|
|
13
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$19K | -409 | Closed |
|
WREI Hedge Fund Activity: Q1 2018 in Review
13 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q1 2018, worth a combined $3.25M — up 25% from $2.61M a quarter earlier.
Fund positioning in WREI was balanced in Q1 2018: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $329K. The largest seller was Northwestern Mutual Wealth Management, exiting entirely with an estimated $19K sold.
- 13 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $3.25M of Invesco Wilshire US REIT ETF stock for Q1 2018, up 25% quarter-over-quarter.
- 1 fund opened new Invesco Wilshire US REIT ETF positions in Q1 2018 and 1 closed out, a net change of 0 holders.
- The largest Invesco Wilshire US REIT ETF buyer in Q1 2018 was Royal Bank of Canada, an estimated $329K added.
- The largest Invesco Wilshire US REIT ETF seller in Q1 2018 was Northwestern Mutual Wealth Management, an estimated $19K sold.
Based on aggregated 13F filings for Q1 2018.