Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
12 hedge funds and large institutions have $3.78M invested in Invesco Wilshire US REIT ETF in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
16% more capital invested
Capital invested by funds: $3.25M → $3.78M (+$526K)
8% less funds holding
Funds holding: 13 → 12 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$366K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$265K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$33.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$274K |
| 2 |
Morgan Stanley
New York
|
-$76K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$21.9K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$14.6K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Goldman Sachs
New York
| $1.13M | – | – | – |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $861K | +$265K | +6,096 | +48% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $729K | -$21.9K | -504 | -3% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $411K | +$33.3K | +765 | +9% |
|
|
5
Citadel Advisors
Miami,
Florida
| $387K | +$366K | +8,412 | New |
|
|
6
Wells Fargo
San Francisco,
California
| $189K | -$1.13K | -26 | -0.6% |
|
7
UBS Group
Zurich,
Switzerland
| $31K | -$522 | -12 | -2% |
|
|
CAC
8
Certified Advisory Corp
Altamonte Springs,
Florida
| $16K | – | – | – |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $10K | – | – | – |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $10K | – | – | – |
|
|
SPIA
11
Steward Partners Investment Advisory
New York
| $2K | -$14.6K | -337 | -87% |
|
|
12
Jane Street
New York
| – | -$274K | -6,406 | Closed |
|
|
13
Morgan Stanley
New York
| – | -$76K | -1,780 | Closed |
|
WREI Hedge Fund Activity: Q2 2018 in Review
12 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q2 2018, worth a combined $3.78M — up 16% from $3.25M 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 2 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $366K. The largest seller was Jane Street, exiting entirely with an estimated $274K sold.
- 12 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q2 2018, down from 13 in Q1 2018.
- Funds reported $3.78M of Invesco Wilshire US REIT ETF stock for Q2 2018, up 16% quarter-over-quarter.
- 1 fund opened new Invesco Wilshire US REIT ETF positions in Q2 2018 and 2 closed out, a net change of -1 holder.
- The largest Invesco Wilshire US REIT ETF buyer in Q2 2018 was Citadel Advisors, an estimated $366K added.
- The largest Invesco Wilshire US REIT ETF seller in Q2 2018 was Jane Street, an estimated $274K sold.
Based on aggregated 13F filings for Q2 2018.