Invesco Wilshire US REIT ETF
WREI
WREI was delisted on the 20th of February, 2019.
11 hedge funds and large institutions have $3.97M invested in Invesco Wilshire US REIT ETF in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
5% more capital invested
Capital invested by funds: $3.78M → $3.97M (+$192K)
8% less funds holding
Funds holding: 12 → 11 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$529K |
| 2 |
Morgan Stanley
New York
|
+$83K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$17.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$387K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$36.6K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.38M | +$529K | +11,339 | +61% |
|
2
Goldman Sachs
New York
| $1.13M | – | – | – |
|
|
3
Bank of America
Charlotte,
North Carolina
| $693K | -$36.6K | -784 | -5% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $427K | +$17.1K | +367 | +4% |
|
5
Wells Fargo
San Francisco,
California
| $189K | – | – | – |
|
|
6
Morgan Stanley
New York
| $82K | +$83K | +1,780 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $36K | +$5.08K | +109 | +16% |
|
|
CAC
8
Certified Advisory Corp
Altamonte Springs,
Florida
| $16K | – | – | – |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $10K | – | – | – |
|
|
SPIA
10
Steward Partners Investment Advisory
New York
| $2K | – | – | – |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$387K | -8,412 | Closed |
|
|
IA
12
IFP Advisors
Tampa,
Florida
| – | -$10K | -215 | Closed |
|
WREI Hedge Fund Activity: Q3 2018 in Review
11 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco Wilshire US REIT ETF (WREI) for Q3 2018, worth a combined $3.97M — up 5.1% from $3.78M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WREI and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.
The largest buyer was Susquehanna International Group, adding an estimated $529K. The largest seller was Citadel Advisors, exiting entirely with an estimated $387K sold.
- 11 institutional investors held Invesco Wilshire US REIT ETF (WREI) as of Q3 2018, down from 12 in Q2 2018.
- Funds reported $3.97M of Invesco Wilshire US REIT ETF stock for Q3 2018, up 5.1% quarter-over-quarter.
- 1 fund opened new Invesco Wilshire US REIT ETF positions in Q3 2018 and 2 closed out, a net change of -1 holder.
- The largest Invesco Wilshire US REIT ETF buyer in Q3 2018 was Susquehanna International Group, an estimated $529K added.
- The largest Invesco Wilshire US REIT ETF seller in Q3 2018 was Citadel Advisors, an estimated $387K sold.
Based on aggregated 13F filings for Q3 2018.