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Hoya Capital Housing ETF

20 hedge funds and large institutions have $23M invested in Hoya Capital Housing ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

82% more funds holding

Funds holding: 1120 (+9)

1% more capital invested

Capital invested by funds: $22.8M → $23M (+$125K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.66% less ownership

Funds ownership: 38.47%30.81% (-7.7%)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
20
Holders Change
+9
Holders Change %
+81.82%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
2
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
1
Laurel Wealth Advisors (California)
California
$5.76M -$1.18M -29,393 -17%
HHRDM
2
H&H Retirement Design & Management
Nevada
$5.66M -$243K -6,064 -4%
PI
3
Pettee Investors
Connecticut
$5.48M -$1.59M -39,849 -23%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.07M +$78.2K +1,955 +3%
Citadel Advisors
5
Citadel Advisors
Florida
$821K +$817K +20,425 New
OIA
6
OneDigital Investment Advisors
Kansas
$652K -$118K -2,942 -15%
TRCT
7
Tower Research Capital (TRC)
New York
$419K +$417K +10,428 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$385K +$131K +3,262 +52%
AWM
9
AE Wealth Management
Kansas
$311K +$310K +7,741 New
BRWA
10
B. Riley Wealth Advisors
Florida
$255K +$254K +6,338 New
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$40K
UBS Group
12
UBS Group
Switzerland
$34K +$33.7K +841 New
CFGS
13
Concourse Financial Group Securities
Alabama
$16K
IA
14
IFP Advisors
Florida
$14K
DA
15
DCM Advisors
New York
$12K +$12K +300 New
Simplex Trading
16
Simplex Trading
Illinois
$9K +$9K +225 New
TFGT
17
TS Financial Group (TSFG)
Illinois
$8K +$7.6K +190 New
HI
18
Hudock Inc
Pennsylvania
$6K +$6K +150 New
SJIM
19
St. Johns Investment Management
Florida
$5K
CB
20
Community Bank
New York
$2K +$2.48K +62 New
Wells Fargo
21
Wells Fargo
California
-$40 -1 Closed

HOMZ Hedge Fund Activity: Q2 2021 in Review

20 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Hoya Capital Housing ETF (HOMZ) for Q2 2021, worth a combined $23M — up 0.55% from $22.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HOMZ positions and 1 closed out — a net gain of 9 holders — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $817K. The largest seller was Pettee Investors, cutting an estimated $1.59M.

  • 20 institutional investors held Hoya Capital Housing ETF (HOMZ) as of Q2 2021, up from 11 in Q1 2021.
  • Funds reported $23M of Hoya Capital Housing ETF stock for Q2 2021, up 0.55% quarter-over-quarter.
  • 10 funds opened new Hoya Capital Housing ETF positions in Q2 2021 and 1 closed out, a net change of +9 holders.
  • The largest Hoya Capital Housing ETF buyer in Q2 2021 was Citadel Advisors, an estimated $817K added.
  • The largest Hoya Capital Housing ETF seller in Q2 2021 was Pettee Investors, an estimated $1.59M sold.

Based on aggregated 13F filings for Q2 2021.