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Xtrackers International Real Estate ETF

25 hedge funds and large institutions have $320M invested in Xtrackers International Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

32% more funds holding

Funds holding: 1925 (+6)

24% more capital invested

Capital invested by funds: $258M → $320M (+$61.7M)

0.21% more ownership

Funds ownership: 97.15%97.36% (+0.21%)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
7
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$318M +$30.2M +1,187,438 +11%
CST
2
Charles Schwab Trust
Nevada
$1.88M -$119K -4,675 -6%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$289K +$275K +10,794 New
BAM
4
Belpointe Asset Management
Nevada
$224K +$213K +8,369 New
UBS Group
5
UBS Group
Switzerland
$78K +$29.9K +1,176 +67%
Bank of America
6
Bank of America
North Carolina
$29K -$23.2K -910 -46%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$12K +$8.91K +350 +407%
FCH
8
Freestone Capital Holdings
Washington
$10.1K +$9.65K +379 New
Osaic Holdings
9
Osaic Holdings
Arizona
$10K +$636 +25 +7%
Morgan Stanley
10
Morgan Stanley
New York
$9K +$6.8K +267 +342%
HR
11
Howe & Rusling
New York
$8K +$7.94K +312 New
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$5K +$4.43K +174 New
HS
13
Horan Securities
United States
$5K +$4.51K +177 New
MFT
14
Moisand Fitzgerald Tamayo
Florida
$3K +$2.55K +100 New
VFA
15
Valeo Financial Advisors
Indiana
$2K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2K +$1.15K +45 +167%
CA
17
Clearstead Advisors
Ohio
$1K -$815 -32 -42%
BWM
18
BerganKDV Wealth Management
Minnesota
$1K +$738 +29 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1K +$764 +30 New
Goldman Sachs
20
Goldman Sachs
New York
-$292K -12,177 Closed
CPW
21
Catalyst Private Wealth
California
-$5K -217 Closed
NIC
22
Northwest Investment Counselors
Oregon
-$1K -47 Closed
Wells Fargo
23
Wells Fargo
California
-$25 -1 Closed
IPW
24
IronBridge Private Wealth
Texas
+$25 +1 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
+$178 +7 New

HAUZ Hedge Fund Activity: Q4 2020 in Review

25 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Xtrackers International Real Estate ETF (HAUZ) for Q4 2020, worth a combined $320M — up 24% from $258M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HAUZ positions and 6 closed out — a net gain of 6 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $30.2M. The largest seller was Goldman Sachs, exiting entirely with an estimated $292K sold.

  • 25 institutional investors held Xtrackers International Real Estate ETF (HAUZ) as of Q4 2020, up from 19 in Q3 2020.
  • Funds reported $320M of Xtrackers International Real Estate ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 12 funds opened new Xtrackers International Real Estate ETF positions in Q4 2020 and 6 closed out, a net change of +6 holders.
  • The largest Xtrackers International Real Estate ETF buyer in Q4 2020 was Charles Schwab Investment Advisory, an estimated $30.2M added.
  • The largest Xtrackers International Real Estate ETF seller in Q4 2020 was Goldman Sachs, an estimated $292K sold.

Based on aggregated 13F filings for Q4 2020.