Hoya Capital Housing ETF
HOMZ
20 hedge funds and large institutions have $23.9M invested in Hoya Capital Housing ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 5 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more capital invested
Capital invested by funds: $18.5M → $23.9M (+$5.37M)
3.55% more ownership
Funds ownership: 25.4% → 28.95% (+3.5%)
5% less funds holding
Funds holding: 21 → 20 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$5.58M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$259K |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$214K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$166K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHRDM
H&H Retirement Design & Management
Las Vegas,
Nevada
|
-$4.74M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$229K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$17K |
| 4 |
DA
DCM Advisors
New York
|
-$12K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$9K |
HOMZ Hedge Fund Activity: Q4 2021 in Review
20 of the 6,519 institutional investors tracked by Wall St. Rank reported a position in Hoya Capital Housing ETF (HOMZ) for Q4 2021, worth a combined $23.9M — up 29% from $18.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of HOMZ and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 9 added.
The largest buyer was Laurel Wealth Advisors (California), opening a new position worth an estimated $5.58M. The largest seller was H&H Retirement Design & Management, cutting an estimated $4.74M.
- 20 institutional investors held Hoya Capital Housing ETF (HOMZ) as of Q4 2021, down from 21 in Q3 2021.
- Funds reported $23.9M of Hoya Capital Housing ETF stock for Q4 2021, up 29% quarter-over-quarter.
- 4 funds opened new Hoya Capital Housing ETF positions in Q4 2021 and 5 closed out, a net change of -1 holder.
- The largest Hoya Capital Housing ETF buyer in Q4 2021 was Laurel Wealth Advisors (California), an estimated $5.58M added.
- The largest Hoya Capital Housing ETF seller in Q4 2021 was H&H Retirement Design & Management, an estimated $4.74M sold.
Based on aggregated 13F filings for Q4 2021.