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Xtrackers International Real Estate ETF
HAUZ

47 hedge funds and large institutions have $526M invested in Xtrackers International Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

6% more capital invested

Capital invested by funds: $498M → $526M (+$27.5M)

0.21% more ownership

Funds ownership: 92.57% → 92.78% (+0.21%)

8% less funds holding

Funds holding: 51 → 47 (-4)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
47
Holders Change
-4
Holders Change %
-7.84%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
11
Reduced
7
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$30.2M
2
AA
Aire Advisors
California
+$6.16M
3
FCIM
Fairview Capital Investment Management
California
+$675K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$440K
5
UBS Group
UBS Group
Switzerland
+$52.6K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$764K
2
LGWM
Litman Gregory Wealth Management
California
-$346K
3
NA
NewEdge Advisors
Louisiana
-$11.9K
4
EI
Ellevest Inc
New York
-$10.1K
5
SSB
Sandy Spring Bank
Maryland
-$4.65K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
51
First Command Advisory Services
Texas
– -$1K -98 Closed
GIA
52
GHP Investment Advisors
Colorado
– -$1.15K -54 Closed
BWM
53
BerganKDV Wealth Management
Minnesota
– -$833 -39 Closed
TCA
54
Trifecta Capital Advisors
Illinois
– -$683 -32 Closed
BCMLT
55
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$598 -28 Closed
GI
56
Gradient Investments
Minnesota
– -$598 -28 Closed
IA
57
IFP Advisors
Florida
– -$4K -26 Closed
GEA
58
Glen Eagle Advisors
New Jersey
– -$218 -10 Closed
AAP
59
Arax Advisory Partners
Colorado
– -$43 -2 Closed
1 2
3

HAUZ Hedge Fund Activity: Q1 2023 in Review

47 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xtrackers International Real Estate ETF (HAUZ) for Q1 2023, worth a combined $526M — up 5.5% from $498M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HAUZ and 14 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 11 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $30.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $764K sold.

  • 47 institutional investors held Xtrackers International Real Estate ETF (HAUZ) as of Q1 2023, down from 51 in Q4 2022.
  • Funds reported $526M of Xtrackers International Real Estate ETF stock for Q1 2023, up 5.5% quarter-over-quarter.
  • 14 funds opened new Xtrackers International Real Estate ETF positions in Q1 2023 and 16 closed out, a net change of -2 holders.
  • The largest Xtrackers International Real Estate ETF buyer in Q1 2023 was Charles Schwab Investment Advisory, an estimated $30.2M added.
  • The largest Xtrackers International Real Estate ETF seller in Q1 2023 was Susquehanna International Group, an estimated $764K sold.

Based on aggregated 13F filings for Q1 2023.