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Xtrackers International Real Estate ETF

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: 5147 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$516M +$30.2M +1,383,454 +6%
AA
2
Aire Advisors
California
$5.94M +$6.16M +282,261 New
FCIM
3
Fairview Capital Investment Management
California
$2.42M +$675K +30,950 +37%
JCIA
4
Jackson Creek Investment Advisors
Colorado
$528K +$37.8K +1,734 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$426K +$440K +20,179 +20,383%
Bank of America
6
Bank of America
North Carolina
$65.8K +$41.1K +1,886 +152%
UBS Group
7
UBS Group
Switzerland
$50.7K +$52.6K +2,410 New
Morgan Stanley
8
Morgan Stanley
New York
$28.1K +$1.2K +55 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$24.9K +$21K +962 +428%
AWA
10
Alaska Wealth Advisors
Alaska
$21.5K +$22.4K +1,025 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$11.6K +$11.4K +523 +1,937%
SIS
12
Sound Income Strategies
Florida
$6.18K +$6.41K +294 New
Wells Fargo
13
Wells Fargo
California
$4.31K -$327 -15 -7%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$3.76K -$1.61K -74 -29%
CA
15
Clearstead Advisors
Ohio
$3.66K -$3.32K -152 -47%
SWM
16
Spire Wealth Management
Virginia
$2.46K +$1.5K +69 +144%
IRC
17
Investors Research Corp
Georgia
$2.12K +$109 +5 +5%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.06K
FFA
19
Farther Finance Advisors
California
$1.58K +$1.64K +75 New
KFI
20
Key Financial Inc
Pennsylvania
$1.28K
HI
21
Harbour Investments
Wisconsin
$1.24K +$567 +26 +79%
BCWM
22
Bartlett & Co Wealth Management
Ohio
$1.09K
BC
23
Bartlett & Co
Ohio
$1K
BTI
24
Blue Trust Inc
Georgia
$1K +$698 +32 New
HGERS
25
Householder Group Estate & Retirement Specialist
Arizona
$1K +$698 +32 New

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.