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Xtrackers International Real Estate ETF

51 hedge funds and large institutions have $498M invested in Xtrackers International Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

15% more capital invested

Capital invested by funds: $434M → $498M (+$63.8M)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

0.02% less ownership

Funds ownership: 92.59%92.57% (-0.02%)

2% less funds holding

Funds holding: 5251 (-1)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
11
Reduced
8
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$495M +$23.8M +1,160,154 +5%
FCIM
2
Fairview Capital Investment Management
California
$1.8M +$1.73M +84,225 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$764K -$79.4K -3,877 -10%
JCIA
4
Jackson Creek Investment Advisors
Colorado
$500K +$95.2K +4,648 +25%
LGWM
5
Litman Gregory Wealth Management
California
$346K +$21.3K +1,040 +11%
Morgan Stanley
6
Morgan Stanley
New York
$27.3K +$2.23K +109 +9%
Bank of America
7
Bank of America
North Carolina
$26.5K +$15.9K +778 +167%
EI
8
Ellevest Inc
New York
$10.1K +$9.69K +473 New
CA
9
Clearstead Advisors
Ohio
$6.96K
Osaic Holdings
10
Osaic Holdings
Arizona
$6.45K -$11.9K -579 -72%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$5.4K +$2.89K +141 +126%
Wells Fargo
12
Wells Fargo
California
$4.67K -$3.89K -190 -46%
SSB
13
Sandy Spring Bank
Maryland
$4.65K +$3.59K +175 +407%
IA
14
IFP Advisors
Florida
$4K -$4.71K -230 -90%
FMP
15
Financial Management Professionals
Texas
$3K +$2.56K +125 +12,500%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.07K +150 New
IRC
17
Investors Research Corp
Georgia
$2.05K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2K -$2.05K -100 -50%
JP Morgan Chase
19
JP Morgan Chase
New York
$2K +$2.01K +98 New
PA
20
Parallel Advisors
California
$1.47K +$1K +49 +258%
KFI
21
Key Financial Inc
Pennsylvania
$1.19K
GIA
22
GHP Investment Advisors
Colorado
$1.15K +$1.11K +54 New
BCWM
23
Bartlett & Co Wealth Management
Ohio
$1.11K
SWM
24
Spire Wealth Management
Virginia
$1K -$102 -5 -9%
BC
25
Bartlett & Co
Ohio
$1K

HAUZ Hedge Fund Activity: Q4 2022 in Review

51 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Xtrackers International Real Estate ETF (HAUZ) for Q4 2022, worth a combined $498M — up 15% from $434M a quarter earlier.

Fund positioning in HAUZ was balanced in Q4 2022: 14 funds opened new positions, 14 closed out, 11 added to existing stakes and 8 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $23.8M. The largest seller was Jane Street, exiting entirely with an estimated $3.69M sold.

  • 51 institutional investors held Xtrackers International Real Estate ETF (HAUZ) as of Q4 2022, down from 52 in Q3 2022.
  • Funds reported $498M of Xtrackers International Real Estate ETF stock for Q4 2022, up 15% quarter-over-quarter.
  • 14 funds opened new Xtrackers International Real Estate ETF positions in Q4 2022 and 14 closed out, a net change of 0 holders.
  • The largest Xtrackers International Real Estate ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $23.8M added.
  • The largest Xtrackers International Real Estate ETF seller in Q4 2022 was Jane Street, an estimated $3.69M sold.

Based on aggregated 13F filings for Q4 2022.