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Xtrackers International Real Estate ETF

64 hedge funds and large institutions have $671M invested in Xtrackers International Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

3% more capital invested

Capital invested by funds: $653M → $671M (+$17.2M)

0.36% more ownership

Funds ownership: 94.81%95.17% (+0.36%)

0% more funds holding

Funds holding: 6464 (0)

Holders
64
Holders Change
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
16
Reduced
10
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$644M +$20.2M +966,207 +3%
Osaic Holdings
2
Osaic Holdings
Arizona
$12.8M -$52.4K -2,499 -0.4%
AA
3
Aire Advisors
California
$6.08M +$235K +11,202 +4%
Jane Street
4
Jane Street
New York
$3.42M +$2.35M +111,994 +242%
FCIM
5
Fairview Capital Investment Management
California
$1.41M +$53.4K +2,550 +4%
AFTS
6
American Financial & Tax Strategies
New York
$859K +$831K +39,692 New
JCIA
7
Jackson Creek Investment Advisors
Colorado
$554K -$32.5K -1,551 -6%
Citadel Advisors
8
Citadel Advisors
Florida
$293K +$283K +13,521 New
SFP
9
Strategic Financial Planning
Texas
$240K +$8.76K +418 +4%
Creative Planning
10
Creative Planning
Kansas
$234K +$24.3K +1,161 +12%
SCM
11
SOL Capital Management
Maryland
$221K +$17.1K +815 +9%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$65.1K +$56.4K +2,691 +846%
UBS Group
13
UBS Group
Switzerland
$49.3K +$2.07K +99 +5%
Bank of America
14
Bank of America
North Carolina
$32K +$14.7K +701 +90%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$29K +$28.1K +1,343 New
BFPW
16
BOK Financial Private Wealth
Colorado
$21.4K +$20.7K +987 New
Morgan Stanley
17
Morgan Stanley
New York
$18.4K -$25.4K -1,214 -59%
Wells Fargo
18
Wells Fargo
California
$17.4K -$10.9K -521 -39%
PMFA
19
Plante Moran Financial Advisors
Michigan
$11.4K +$6.81K +325 +163%
LTI
20
Laffer Tengler Investments
Tennessee
$10.3K +$10K +478 New
SWM
21
Spire Wealth Management
Virginia
$9.53K +$9.22K +440 New
ST
22
Smithfield Trust
Pennsylvania
$9K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9K +$5.2K +248 +198%
CSWM
24
Cassady Schiller Wealth Management
Ohio
$6.21K +$6.01K +287 New
BFEC
25
Benjamin F. Edwards & Company
Missouri
$6K +$5.38K +257 New

HAUZ Hedge Fund Activity: Q1 2024 in Review

64 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xtrackers International Real Estate ETF (HAUZ) for Q1 2024, worth a combined $671M — up 2.6% from $653M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HAUZ positions and 21 closed out — a net gain of 1 holder — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $20.2M. The largest seller was Bank of Montreal, exiting entirely with an estimated $801K sold.

  • 64 institutional investors held Xtrackers International Real Estate ETF (HAUZ) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $671M of Xtrackers International Real Estate ETF stock for Q1 2024, up 2.6% quarter-over-quarter.
  • 22 funds opened new Xtrackers International Real Estate ETF positions in Q1 2024 and 21 closed out, a net change of +1 holder.
  • The largest Xtrackers International Real Estate ETF buyer in Q1 2024 was Charles Schwab Investment Advisory, an estimated $20.2M added.
  • The largest Xtrackers International Real Estate ETF seller in Q1 2024 was Bank of Montreal, an estimated $801K sold.

Based on aggregated 13F filings for Q1 2024.