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Xtrackers International Real Estate ETF

71 hedge funds and large institutions have $670M invested in Xtrackers International Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

3% more funds holding

Funds holding: 6971 (+2)

7.45% less ownership

Funds ownership: 102.84%95.39% (-7.5%)

12% less capital invested

Capital invested by funds: $760M → $670M (-$89.9M)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
14
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$645M +$29.7M +1,382,289 +4%
Osaic Holdings
2
Osaic Holdings
Arizona
$13.2M +$1.66M +77,253 +13%
AA
3
Aire Advisors
California
$5.57M +$420K +19,559 +7%
FCIM
4
Fairview Capital Investment Management
California
$1.45M +$164K +7,650 +12%
AFTS
5
American Financial & Tax Strategies
New York
$957K +$4.57K +213 +0.4%
Jane Street
6
Jane Street
New York
$815K -$880K -41,024 -50%
Goldman Sachs
7
Goldman Sachs
New York
$498K +$540K +25,178 New
OMC
8
Old Mission Capital
Illinois
$478K +$519K +24,178 New
JCIA
9
Jackson Creek Investment Advisors
Colorado
$360K -$36.4K -1,694 -9%
EIP
10
Ellis Investment Partners
Pennsylvania
$242K +$2.58K +120 +1%
Creative Planning
11
Creative Planning
Kansas
$232K +$11.2K +523 +5%
SFP
12
Strategic Financial Planning
Texas
$221K -$1.48K -69 -0.6%
AWM
13
Ariadne Wealth Management
California
$203K
UBS Group
14
UBS Group
Switzerland
$85.9K +$82.8K +3,857 +800%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$65.2K -$14.7K -686 -17%
CA
16
CoreCap Advisors
Michigan
$63.6K +$12.2K +570 +22%
Morgan Stanley
17
Morgan Stanley
New York
$43K -$37.5K -1,749 -45%
LFG
18
Larson Financial Group
Missouri
$27.1K +$16.2K +754 +122%
ACA
19
Aptus Capital Advisors
Alabama
$20.1K +$21.8K +1,017 New
BFPW
20
BOK Financial Private Wealth
Colorado
$19.5K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$14.4K +$472 +22 +3%
1IA
22
1620 Investment Advisors
Massachusetts
$13.5K
US Bancorp
23
US Bancorp
Minnesota
$12.8K +$1.57K +73 +13%
AWM
24
AE Wealth Management
Kansas
$10.5K +$11.4K +532 New
Bank of America
25
Bank of America
North Carolina
$8.31K -$22.7K -1,060 -72%

HAUZ Hedge Fund Activity: Q4 2024 in Review

71 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Xtrackers International Real Estate ETF (HAUZ) for Q4 2024, worth a combined $670M — down 12% from $760M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HAUZ positions and 13 closed out — a net gain of 3 holders — while 14 added to existing stakes and 19 trimmed.

The largest buyer was Charles Schwab, adding an estimated $29.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.79M sold.

  • 71 institutional investors held Xtrackers International Real Estate ETF (HAUZ) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $670M of Xtrackers International Real Estate ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 16 funds opened new Xtrackers International Real Estate ETF positions in Q4 2024 and 13 closed out, a net change of +3 holders.
  • The largest Xtrackers International Real Estate ETF buyer in Q4 2024 was Charles Schwab, an estimated $29.7M added.
  • The largest Xtrackers International Real Estate ETF seller in Q4 2024 was Susquehanna International Group, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2024.