Hoya Capital Housing ETF

HOMZ

Market cap $36.5M

Overview Fund Activity

48.65 USD

-0.68

1.38%

At close Updated Sep 12, 4:00 PM EDT

1 day

-1.38%

5 days

-1.5%

1 month

5.19%

3 months

11.89%

6 months

9.77%

Year to date

8.28%

1 year

-0.73%

5 years

63.31%

10 years

95.54%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

1.29% less ownership

Funds ownership: 35.24% [Q1] → 33.95% (-1.29%) [Q2]

9% less capital invested

Capital invested by funds: $12.6M [Q1] → $11.4M (-$1.15M) [Q2]

35% less funds holding

Funds holding: 20 [Q1] → 13 (-7) [Q2]

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

See Fund Rankings

Financial journalist opinion

Powell Pivot Sparks REIT Rebound

U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.

Powell Pivot Sparks REIT Rebound

Behind The (Revised) Curve

U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." The downward revisions came days after Fed Chair Powell used it as the primary evidence for "solid" labor markets, which justified the FOMC's decision to keep rates in "restrictive" territory.

Behind The (Revised) Curve

Zacks Investment Research

Builder Confidence Declines: Are Homebuilder ETFs in Trouble?

Builder confidence just hit an 18-month low, raising red flags for ITB, XHB, PKB and HOMZ amid housing market strain.

Builder Confidence Declines: Are Homebuilder ETFs in Trouble?

HOMZ: This Housing Market ETF May Deserve More Attention

Hoya Capital Housing ETF offers exposure to the housing market with a portfolio of 100 stocks focused on real estate and consumer discretionary. HOMZ is well-diversified, has value characteristics, and beats benchmarks in residential real estate, consumer discretionary, and mid-caps. HOMZ is an excellent instrument to gain exposure in the housing market, but has drawbacks: low assets and liquidity, and uncertain underlying market trends.

HOMZ: This Housing Market ETF May Deserve More Attention

REIT Slope Adjustment Has Overshadowed Future Value Gains

Despite recent price declines, REITs' future value has increased due to higher rental rates, increased property values, and reduced competing supply. Higher market demanded returns have steepened the slope, causing REIT prices to drop despite improved fundamentals and future value. The price drop is driven by higher expected returns, not impaired future value, making current REIT valuations a buying opportunity.

REIT Slope Adjustment Has Overshadowed Future Value Gains

Not All 2% Spreads Are Created Equal

Real estate investment spreads are healthier today with higher cap rates and cost of capital, enhancing long-term returns despite similar nominal spreads. Higher cap rates lead to more accretive organic growth, reinvestment, dividends, debt reduction, and buybacks compared to the low-rate environment of early 2022. The current 8% cap rate and 6% cost of capital environment are more favorable for REITs than the previous 6% and 4% scenarios.

Not All 2% Spreads Are Created Equal

Zacks Investment Research

Is 2025 a Year of Housing Market Stability? ETFs to Consider

Rising expectations of the housing market becoming stable in 2025, make investing in these funds favorable.

Is 2025 a Year of Housing Market Stability? ETFs to Consider

Zacks Investment Research

Homebuilder ETFs Gain Traction

Homebuilder ETFs have been seeing solid momentum in recent weeks given the slew of upbeat data, lower mortgage rates and Fed rate cuts.

Homebuilder ETFs Gain Traction

Zacks Investment Research

Where Are Mortgage Rates Heading? ETFs to Consider

Growing uncertainty in the U.S. housing market fueled by President Trump's economic proposals makes these ETFs less favorable.

Where Are Mortgage Rates Heading? ETFs to Consider

ETF Prime: Mercer Talks TSLA, AI, Autonomous Cars & Robots

In this edition of the ETF Prime podcast, host Nate Geraci welcomed VettaFi Senior Research Analyst Zeno Mercer to discuss AI, autonomous vehicles, and robots. The pair reacted to Tesla (TSLA) unveiling a new robo-taxi as well as the company's “Optimus” bot.

ETF Prime: Mercer Talks TSLA, AI, Autonomous Cars & Robots

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