Hoya Capital Housing ETF
HOMZ
21 hedge funds and large institutions have $18.5M invested in Hoya Capital Housing ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
5% more funds holding
Funds holding: 20 → 21 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.41% less ownership
Funds ownership: 30.81% → 25.4% (-5.4%)
19% less capital invested
Capital invested by funds: $23M → $18.5M (-$4.41M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Pettee Investors
Rowayton,
Connecticut
|
+$2.1M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.04M |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$222K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
+$35.3K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$4.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$5.76M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$821K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$385K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$311K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$138K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| – | +$41 | +1 | New |
|
HOMZ Hedge Fund Activity: Q3 2021 in Review
21 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Hoya Capital Housing ETF (HOMZ) for Q3 2021, worth a combined $18.5M — down 19% from $23M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HOMZ positions and 5 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Pettee Investors, adding an estimated $2.1M. The largest seller was Laurel Wealth Advisors (California), exiting entirely with an estimated $5.76M sold.
- 21 institutional investors held Hoya Capital Housing ETF (HOMZ) as of Q3 2021, up from 20 in Q2 2021.
- Funds reported $18.5M of Hoya Capital Housing ETF stock for Q3 2021, down 19% quarter-over-quarter.
- 6 funds opened new Hoya Capital Housing ETF positions in Q3 2021 and 5 closed out, a net change of +1 holder.
- The largest Hoya Capital Housing ETF buyer in Q3 2021 was Pettee Investors, an estimated $2.1M added.
- The largest Hoya Capital Housing ETF seller in Q3 2021 was Laurel Wealth Advisors (California), an estimated $5.76M sold.
Based on aggregated 13F filings for Q3 2021.