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Xtrackers International Real Estate ETF

68 hedge funds and large institutions have $641M invested in Xtrackers International Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

6% more funds holding

Funds holding: 6468 (+4)

0.33% more ownership

Funds ownership: 95.17%95.5% (+0.33%)

4% less capital invested

Capital invested by funds: $671M → $641M (-$29.9M)

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
15
Reduced
9
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$618M +$644M +30,603,151 New
Osaic Holdings
2
Osaic Holdings
Arizona
$11.9M -$8.9K -423 -0.1%
AA
3
Aire Advisors
California
$5.81M +$153K +7,295 +3%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.37M +$1.43M +68,099 New
FCIM
5
Fairview Capital Investment Management
California
$1.31M
AFTS
6
American Financial & Tax Strategies
New York
$954K +$159K +7,575 +19%
JCIA
7
Jackson Creek Investment Advisors
Colorado
$471K -$47.4K -2,253 -9%
Citadel Advisors
8
Citadel Advisors
Florida
$356K +$86.5K +4,111 +30%
Creative Planning
9
Creative Planning
Kansas
$228K +$9.78K +465 +4%
SFP
10
Strategic Financial Planning
Texas
$223K +$63 +3 +0%
AWM
11
Ariadne Wealth Management
California
$202K +$210K +10,000 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$76K +$15.9K +758 +25%
UBS Group
13
UBS Group
Switzerland
$34.9K -$11.6K -549 -24%
Bank of America
14
Bank of America
North Carolina
$26.7K -$3.24K -154 -10%
FFA
15
Farther Finance Advisors
California
$22.9K +$23.7K +1,128 +7,050%
Morgan Stanley
16
Morgan Stanley
New York
$21.8K +$4.88K +232 +27%
BFPW
17
BOK Financial Private Wealth
Colorado
$19.9K
1IA
18
1620 Investment Advisors
Massachusetts
$13.7K +$14.3K +681 New
CAL
19
Capital Analysts LLC
Pennsylvania
$13K +$13K +620 +1,824%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$12K +$5.49K +261 +70%
FGAM
21
Financial Gravity Asset Management
Texas
$10.2K
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$9.89K +$4.88K +232 +90%
Wells Fargo
23
Wells Fargo
California
$8.39K -$8.19K -389 -48%
ST
24
Smithfield Trust
Pennsylvania
$8K
VCM
25
Versant Capital Management
Arizona
$7.08K +$7.39K +351 New

HAUZ Hedge Fund Activity: Q2 2024 in Review

68 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Xtrackers International Real Estate ETF (HAUZ) for Q2 2024, worth a combined $641M — down 4.5% from $671M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HAUZ positions and 16 closed out — a net gain of 6 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $644M. The largest seller was Jane Street, exiting entirely with an estimated $3.42M sold.

  • 68 institutional investors held Xtrackers International Real Estate ETF (HAUZ) as of Q2 2024, up from 64 in Q1 2024.
  • Funds reported $641M of Xtrackers International Real Estate ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 22 funds opened new Xtrackers International Real Estate ETF positions in Q2 2024 and 16 closed out, a net change of +6 holders.
  • The largest Xtrackers International Real Estate ETF buyer in Q2 2024 was Charles Schwab, an estimated $644M added.
  • The largest Xtrackers International Real Estate ETF seller in Q2 2024 was Jane Street, an estimated $3.42M sold.

Based on aggregated 13F filings for Q2 2024.