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Xtrackers International Real Estate ETF

19 hedge funds and large institutions have $201M invested in Xtrackers International Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

27% more funds holding

Funds holding: 1519 (+4)

16% more capital invested

Capital invested by funds: $174M → $201M (+$27.2M)

0.7% less ownership

Funds ownership: 99.62%98.92% (-0.7%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
3
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$194M +$91.1M +3,361,865 +59%
Jane Street
2
Jane Street
New York
$5.51M +$4.27M +157,454 +157%
CST
3
Charles Schwab Trust
Nevada
$833K -$473K -17,445 -31%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$569K +$722K +26,619 New
UBS Group
5
UBS Group
Switzerland
$34K +$43.8K +1,614 +53,800%
Bank of America
6
Bank of America
North Carolina
$21K -$20.6K -760 -43%
Bessemer Group
7
Bessemer Group
New Jersey
$19K +$23.5K +866 New
Morgan Stanley
8
Morgan Stanley
New York
$15K -$13.7K -506 -42%
Osaic Holdings
9
Osaic Holdings
Arizona
$7K +$8.29K +306 New
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$3K +$3.85K +142 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2K
CA
12
Clearstead Advisors
Ohio
$2K +$2.09K +77 New
GRP
13
Global Retirement Partners
California
$2K +$3.12K +115 New
ASN
14
Advisory Services Network
Georgia
$1K +$705 +26 New
BWL
15
Bogart Wealth LLC
Virginia
$1K +$1.08K +40 New
Goldman Sachs
16
Goldman Sachs
New York
-$241K -8,167 Closed
LGWM
17
Litman Gregory Wealth Management
California
-$46K -1,556 Closed
VFA
18
Valeo Financial Advisors
Indiana
-$17K -587 Closed
SSB
19
Sandy Spring Bank
Maryland
-$11K -369 Closed
Wells Fargo
20
Wells Fargo
California
-$2.25K -83 -99%
SIM
21
Sonora Investment Management
Arizona
+$54 +2 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
+$108 +4 New

HAUZ Hedge Fund Activity: Q1 2020 in Review

19 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Xtrackers International Real Estate ETF (HAUZ) for Q1 2020, worth a combined $201M — up 16% from $174M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HAUZ positions and 5 closed out — a net gain of 5 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $91.1M. The largest seller was Charles Schwab Trust, cutting an estimated $473K.

  • 19 institutional investors held Xtrackers International Real Estate ETF (HAUZ) as of Q1 2020, up from 15 in Q4 2019.
  • Funds reported $201M of Xtrackers International Real Estate ETF stock for Q1 2020, up 16% quarter-over-quarter.
  • 10 funds opened new Xtrackers International Real Estate ETF positions in Q1 2020 and 5 closed out, a net change of +5 holders.
  • The largest Xtrackers International Real Estate ETF buyer in Q1 2020 was Charles Schwab Investment Advisory, an estimated $91.1M added.
  • The largest Xtrackers International Real Estate ETF seller in Q1 2020 was Charles Schwab Trust, an estimated $473K sold.

Based on aggregated 13F filings for Q1 2020.