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Xtrackers International Real Estate ETF

45 hedge funds and large institutions have $539M invested in Xtrackers International Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $485M → $539M (+$53.3M)

7% more funds holding

Funds holding: 4245 (+3)

3.44% less ownership

Funds ownership: 97.29%93.84% (-3.4%)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
8
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$533M +$52M +1,846,407 +11%
Bank of America
2
Bank of America
North Carolina
$2.97M +$2.97M +105,543 +23,664%
Citadel Advisors
3
Citadel Advisors
Florida
$1.08M -$1.49M -52,772 -58%
Jane Street
4
Jane Street
New York
$747K -$464K -16,481 -38%
GW
5
GW & Wade
Massachusetts
$252K
CST
6
Charles Schwab Trust
Nevada
$223K -$3.23M -114,603 -93%
VCM
7
Vigilant Capital Management
Maine
$57K +$57.6K +2,045 New
UBS Group
8
UBS Group
Switzerland
$43K +$9.38K +333 +27%
Morgan Stanley
9
Morgan Stanley
New York
$33K -$4.99K -177 -13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$29K +$12.1K +430 +71%
AF
11
Advisornet Financial
Minnesota
$17K +$16.7K +593 New
SWM
12
Spire Wealth Management
Virginia
$13K +$1.04K +37 +9%
Osaic Holdings
13
Osaic Holdings
Arizona
$9K -$112K -3,973 -92%
Wells Fargo
14
Wells Fargo
California
$9K -$39.2K -1,392 -81%
FMII
15
Farmers & Merchants Investments Inc
Nebraska
$8K +$8.45K +300 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$7K -$1.24K -44 -15%
JWBC
17
John W. Brooker & Co
California
$5K
PA
18
Parallel Advisors
California
$5K +$84 +3 +2%
SBL
19
Sargent Bickham Lagudis
Colorado
$4K
TWA
20
TCI Wealth Advisors
Arizona
$4K
MFT
21
Moisand Fitzgerald Tamayo
Florida
$3K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$3K +$1.41K +50 +81%
GT
23
Glenmede Trust
Pennsylvania
$2K
IRC
24
Investors Research Corp
Georgia
$2K
KFI
25
Key Financial Inc
Pennsylvania
$2K

HAUZ Hedge Fund Activity: Q4 2021 in Review

45 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Xtrackers International Real Estate ETF (HAUZ) for Q4 2021, worth a combined $539M — up 11% from $485M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HAUZ positions and 10 closed out — a net gain of 3 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $52M. The largest seller was Charles Schwab Trust, cutting an estimated $3.23M.

  • 45 institutional investors held Xtrackers International Real Estate ETF (HAUZ) as of Q4 2021, up from 42 in Q3 2021.
  • Funds reported $539M of Xtrackers International Real Estate ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 13 funds opened new Xtrackers International Real Estate ETF positions in Q4 2021 and 10 closed out, a net change of +3 holders.
  • The largest Xtrackers International Real Estate ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $52M added.
  • The largest Xtrackers International Real Estate ETF seller in Q4 2021 was Charles Schwab Trust, an estimated $3.23M sold.

Based on aggregated 13F filings for Q4 2021.