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Xtrackers International Real Estate ETF

64 hedge funds and large institutions have $653M invested in Xtrackers International Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

15% more capital invested

Capital invested by funds: $568M → $653M (+$85.7M)

12% more funds holding

Funds holding: 5764 (+7)

0.12% more ownership

Funds ownership: 94.69%94.81% (+0.12%)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
8
Reduced
15
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
$630M +$5.77M +288,344 +1%
Osaic Holdings
2
Osaic Holdings
Arizona
$13M +$11.8M +587,931 +10,611%
AA
3
Aire Advisors
California
$5.9M -$1.2M -60,083 -18%
FCIM
4
Fairview Capital Investment Management
California
$1.37M +$485K +24,225 +63%
Jane Street
5
Jane Street
New York
$1.01M -$1.47M -73,580 -61%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$801K +$731K +36,553 New
JCIA
7
Jackson Creek Investment Advisors
Colorado
$594K +$18.3K +912 +3%
SFP
8
Strategic Financial Planning
Texas
$233K +$213K +10,650 New
Creative Planning
9
Creative Planning
Kansas
$211K -$39.9K -1,994 -17%
SCM
10
SOL Capital Management
Maryland
$206K +$188K +9,404 New
UBS Group
11
UBS Group
Switzerland
$47.7K -$4K -200 -8%
Morgan Stanley
12
Morgan Stanley
New York
$45.2K +$24.9K +1,244 +152%
Wells Fargo
13
Wells Fargo
California
$29K +$24.2K +1,209 +1,033%
Bank of America
14
Bank of America
North Carolina
$17K -$7.14K -357 -31%
ST
15
Smithfield Trust
Pennsylvania
$9K +$7.76K +388 New
CA
16
Clearstead Advisors
Ohio
$8.34K +$660 +33 +9%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$7.83K -$10.5K -523 -59%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$6.96K -$5.88K -294 -48%
JFG
19
JDM Financial Group
Texas
$4.62K +$4.22K +211 New
PMFA
20
Plante Moran Financial Advisors
Michigan
$4.38K +$4K +200 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$3.52K -$1.24K -62 -28%
MA
22
MCF Advisors
Kentucky
$3.24K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3K -$780 -39 -24%
ASN
24
Advisory Services Network
Georgia
$2.58K +$2.36K +118 New
CCM
25
Chilton Capital Management
Texas
$2.56K

HAUZ Hedge Fund Activity: Q4 2023 in Review

64 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Xtrackers International Real Estate ETF (HAUZ) for Q4 2023, worth a combined $653M — up 15% from $568M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HAUZ positions and 14 closed out — a net gain of 7 holders — while 8 added to existing stakes and 15 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $11.8M. The largest seller was Jane Street, cutting an estimated $1.47M.

  • 64 institutional investors held Xtrackers International Real Estate ETF (HAUZ) as of Q4 2023, up from 57 in Q3 2023.
  • Funds reported $653M of Xtrackers International Real Estate ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 21 funds opened new Xtrackers International Real Estate ETF positions in Q4 2023 and 14 closed out, a net change of +7 holders.
  • The largest Xtrackers International Real Estate ETF buyer in Q4 2023 was Osaic Holdings, an estimated $11.8M added.
  • The largest Xtrackers International Real Estate ETF seller in Q4 2023 was Jane Street, an estimated $1.47M sold.

Based on aggregated 13F filings for Q4 2023.