Hoya Capital Housing ETF
HOMZ
11 hedge funds and large institutions have $22.8M invested in Hoya Capital Housing ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.
55% more capital invested
Capital invested by funds: $14.7M → $22.8M (+$8.09M)
3.38% more ownership
Funds ownership: 35.09% → 38.47% (+3.4%)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$677K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$151K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$680K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$238K |
| 3 |
PI
Pettee Investors
Rowayton,
Connecticut
|
-$98.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$35 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
1
Pettee Investors
Rowayton,
Connecticut
| $6.69M | -$98.9K | -2,800 | -2% |
|
|
LWAC
2
Laurel Wealth Advisors (California)
Solana Beach,
California
| $6.56M | -$680K | -19,256 | -10% |
|
|
HHRDM
3
H&H Retirement Design & Management
Las Vegas,
Nevada
| $5.73M | +$5.14M | +145,482 | New |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.82M | +$151K | +4,276 | +6% |
|
|
OIA
5
OneDigital Investment Advisors
Overland Park,
Kansas
| $728K | +$677K | +19,176 | New |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $240K | -$238K | -6,726 | -52% |
|
7
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $38K | – | – | – |
|
|
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| $15K | – | – | – |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $12K | – | – | – |
|
|
SJIM
10
St. Johns Investment Management
Jacksonville,
Florida
| $5K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$1K | -23 | Closed |
|
|
12
Wells Fargo
San Francisco,
California
| – | -$35 | -1 | -50% |
|
HOMZ Hedge Fund Activity: Q1 2021 in Review
11 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Hoya Capital Housing ETF (HOMZ) for Q1 2021, worth a combined $22.8M — up 55% from $14.7M a quarter earlier.
Fund positioning in HOMZ was balanced in Q1 2021: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 4 trimmed.
The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $677K. The largest seller was Laurel Wealth Advisors (California), cutting an estimated $680K.
- 11 institutional investors held Hoya Capital Housing ETF (HOMZ) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $22.8M of Hoya Capital Housing ETF stock for Q1 2021, up 55% quarter-over-quarter.
- 2 funds opened new Hoya Capital Housing ETF positions in Q1 2021 and 2 closed out, a net change of 0 holders.
- The largest Hoya Capital Housing ETF buyer in Q1 2021 was OneDigital Investment Advisors, an estimated $677K added.
- The largest Hoya Capital Housing ETF seller in Q1 2021 was Laurel Wealth Advisors (California), an estimated $680K sold.
Based on aggregated 13F filings for Q1 2021.