Hoya Capital Housing ETF
HOMZ
11 hedge funds and large institutions have $14.7M invested in Hoya Capital Housing ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 11 → 11 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $15.2M → $14.7M (-$501K)
10.26% less ownership
Funds ownership: 45.35% → 35.09% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.43M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$411K |
| 3 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$268K |
| 4 |
PI
Pettee Investors
Rowayton,
Connecticut
|
+$109K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$63 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$195K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$29K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$723 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWAC
1
Laurel Wealth Advisors (California)
Solana Beach,
California
| $6.21M | +$268K | +8,511 | +5% |
|
|
PI
2
Pettee Investors
Rowayton,
Connecticut
| $5.79M | +$109K | +3,475 | +2% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.27M | +$1.43M | +45,404 | +184% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $422K | +$411K | +13,050 | New |
|
5
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $32K | – | – | – |
|
|
CFGS
6
Concourse Financial Group Securities
Birmingham,
Alabama
| $13K | – | – | – |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $10K | – | – | – |
|
|
SJIM
8
St. Johns Investment Management
Jacksonville,
Florida
| $4K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $1K | -$723 | -23 | -50% |
|
|
SFS
10
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$195K | -6,680 | Closed |
|
|
11
Osaic Holdings
Scottsdale,
Arizona
| – | -$29K | -985 | Closed |
|
|
12
Fidelity Investments
Boston,
Massachusetts
| – | +$63 | +2 | New |
|
13
Wells Fargo
San Francisco,
California
| – | +$63 | +2 | New |
|
HOMZ Hedge Fund Activity: Q4 2020 in Review
11 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Hoya Capital Housing ETF (HOMZ) for Q4 2020, worth a combined $14.7M — down 3.3% from $15.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HOMZ positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.43M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $195K sold.
- 11 institutional investors held Hoya Capital Housing ETF (HOMZ) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $14.7M of Hoya Capital Housing ETF stock for Q4 2020, down 3.3% quarter-over-quarter.
- 3 funds opened new Hoya Capital Housing ETF positions in Q4 2020 and 2 closed out, a net change of +1 holder.
- The largest Hoya Capital Housing ETF buyer in Q4 2020 was Cambridge Investment Research Advisors, an estimated $1.43M added.
- The largest Hoya Capital Housing ETF seller in Q4 2020 was Sowell Financial Services, an estimated $195K sold.
Based on aggregated 13F filings for Q4 2020.