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Xtrackers International Real Estate ETF

69 hedge funds and large institutions have $760M invested in Xtrackers International Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

19% more capital invested

Capital invested by funds: $641M → $760M (+$119M)

7.34% more ownership

Funds ownership: 95.5%102.84% (+7.3%)

1% more funds holding

Funds holding: 6869 (+1)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
18
Reduced
14
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$730M +$13.7M +629,608 +2%
Osaic Holdings
2
Osaic Holdings
Arizona
$13.8M -$3.89K -179 -0%
AA
3
Aire Advisors
California
$6.12M -$567K -26,051 -9%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.79M +$1.12M +51,410 +75%
Jane Street
5
Jane Street
New York
$1.92M +$1.79M +82,194 New
FCIM
6
Fairview Capital Investment Management
California
$1.53M +$10.9K +500 +0.8%
AFTS
7
American Financial & Tax Strategies
New York
$1.13M +$18.7K +862 +2%
JCIA
8
Jackson Creek Investment Advisors
Colorado
$465K -$75K -3,447 -15%
EIP
9
Ellis Investment Partners
Pennsylvania
$283K +$263K +12,105 New
Citadel Advisors
10
Citadel Advisors
Florida
$276K -$127K -5,819 -33%
SFP
11
Strategic Financial Planning
Texas
$263K +$3.78K +174 +2%
Creative Planning
12
Creative Planning
Kansas
$262K -$1.68K -77 -0.7%
AWM
13
Ariadne Wealth Management
California
$217K
EWA
14
EP Wealth Advisors
California
$123K +$114K +5,255 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$93.1K +$4.63K +213 +6%
Morgan Stanley
16
Morgan Stanley
New York
$91.7K +$61.8K +2,841 +263%
CA
17
CoreCap Advisors
Michigan
$61.9K +$57.5K +2,646 New
IAIM
18
International Assets Investment Management
Florida
$60.2K +$59.1M +2,717,305 New
Bank of America
19
Bank of America
North Carolina
$34.6K +$3.39K +156 +12%
IA
20
IFP Advisors
Florida
$31.6K +$29.4K +1,351 +135,100%
BFPW
21
BOK Financial Private Wealth
Colorado
$23.1K
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$22.3K +$10.1K +463 +94%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$16.6K +$15.3K +702 +11,700%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$16K +$8.35K +384 +135%
1IA
25
1620 Investment Advisors
Massachusetts
$15.9K

HAUZ Hedge Fund Activity: Q3 2024 in Review

69 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Xtrackers International Real Estate ETF (HAUZ) for Q3 2024, worth a combined $760M — up 19% from $641M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HAUZ positions and 14 closed out — a net gain of 1 holder — while 18 added to existing stakes and 14 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $59.1M. The largest seller was Aire Advisors, cutting an estimated $567K.

  • 69 institutional investors held Xtrackers International Real Estate ETF (HAUZ) as of Q3 2024, up from 68 in Q2 2024.
  • Funds reported $760M of Xtrackers International Real Estate ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 15 funds opened new Xtrackers International Real Estate ETF positions in Q3 2024 and 14 closed out, a net change of +1 holder.
  • The largest Xtrackers International Real Estate ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $59.1M added.
  • The largest Xtrackers International Real Estate ETF seller in Q3 2024 was Aire Advisors, an estimated $567K sold.

Based on aggregated 13F filings for Q3 2024.