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Hoya Capital Housing ETF

27 hedge funds and large institutions have $24.6M invested in Hoya Capital Housing ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

35% more funds holding

Funds holding: 2027 (+7)

12.03% more ownership

Funds ownership: 28.95%40.97% (+12%)

3% more capital invested

Capital invested by funds: $23.9M → $24.6M (+$641K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

96% less call options, than puts

Call options by funds: $19K | Put options by funds: $450K

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
5
Reduced
5
Closed
3
Calls
$19K
Puts
$450K
Net Calls
-$431K
Net Calls Change
-$431K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
Pettee Investors
Connecticut
$7.12M -$140K -3,443 -2%
LWAC
2
Laurel Wealth Advisors (California)
California
$4.73M -$325K -7,985 -6%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.77M -$1.33M -32,707 -31%
ACM
4
Anfield Capital Management
California
$1.82M +$1.92M +47,177 New
HCRE
5
Hoya Capital Real Estate
Connecticut
$1.69M +$164K +4,035 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.29M +$1.36M +33,383 New
TRCT
7
Tower Research Capital (TRC)
New York
$808K +$405K +9,955 +91%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$808K +$849K +20,885 New
Citadel Advisors
9
Citadel Advisors
Florida
$766K +$805K +19,786 New
HHRDM
10
H&H Retirement Design & Management
Nevada
$753K -$314K -7,721 -28%
Goldman Sachs
11
Goldman Sachs
New York
$545K +$572K +14,074 New
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$527K +$554K +13,620 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$246K +$12.8K +314 +5%
Jane Street
14
Jane Street
New York
$223K +$234K +5,763 New
CFA
15
Camarda Financial Advisors
Florida
$212K +$223K +5,489 New
UBS Group
16
UBS Group
Switzerland
$149K +$156K +3,846 New
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$37.2K +$4.07K +100 +12%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$19K -$12.2K -300 -38%
TFGT
19
TS Financial Group (TSFG)
Illinois
$7K
HI
20
Hudock Inc
Pennsylvania
$5K
SJIM
21
St. Johns Investment Management
Florida
$5K
IA
22
IFP Advisors
Florida
$5K +$2.03K +50 +30%
Morgan Stanley
23
Morgan Stanley
New York
$4K
CSB
24
City State Bank
Iowa
$4K +$4.07K +100 New
CB
25
Community Bank
New York
$2K

HOMZ Hedge Fund Activity: Q1 2022 in Review

27 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Hoya Capital Housing ETF (HOMZ) for Q1 2022, worth a combined $24.6M — up 2.7% from $23.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HOMZ positions and 3 closed out — a net gain of 8 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Anfield Capital Management, opening a new position worth an estimated $1.92M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.33M.

  • 27 institutional investors held Hoya Capital Housing ETF (HOMZ) as of Q1 2022, up from 20 in Q4 2021.
  • Funds reported $24.6M of Hoya Capital Housing ETF stock for Q1 2022, up 2.7% quarter-over-quarter.
  • 11 funds opened new Hoya Capital Housing ETF positions in Q1 2022 and 3 closed out, a net change of +8 holders.
  • The largest Hoya Capital Housing ETF buyer in Q1 2022 was Anfield Capital Management, an estimated $1.92M added.
  • The largest Hoya Capital Housing ETF seller in Q1 2022 was Cambridge Investment Research Advisors, an estimated $1.33M sold.

Based on aggregated 13F filings for Q1 2022.