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Hoya Capital Housing ETF

17 hedge funds and large institutions have $9.62M invested in Hoya Capital Housing ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.52% more ownership

Funds ownership: 30.05%31.57% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $9.96M → $9.62M (-$343K)

15% less funds holding

Funds holding: 2017 (-3)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
4
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
Pettee Investors
Connecticut
$5.93M +$6.82K +215 +0.1%
HCRE
2
Hoya Capital Real Estate
Connecticut
$1.33M -$45.3K -1,426 -3%
HHRDM
3
H&H Retirement Design & Management
Nevada
$458K -$80.3K -2,531 -16%
Goldman Sachs
4
Goldman Sachs
New York
$458K
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$401K +$401K +12,643 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$307K +$307K +9,669 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$298K +$170K +5,341 +131%
Citadel Advisors
8
Citadel Advisors
Florida
$265K -$339K -10,666 -56%
UBS Group
9
UBS Group
Switzerland
$120K +$37.2K +1,173 +45%
Simplex Trading
10
Simplex Trading
Illinois
$34K +$19K +600 +120%
CIAS
11
Capital Investment Advisory Services
North Carolina
$4.88K +$4.89K +154 New
SJIM
12
St. Johns Investment Management
Florida
$4.28K
IA
13
IFP Advisors
Florida
$4K -$1.55K -49 -22%
CSB
14
City State Bank
Iowa
$3K
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$432
ACA
16
Aptus Capital Advisors
Alabama
$95 -$32 -1 -25%
Wells Fargo
17
Wells Fargo
California
$32 +$32 +1 New
TRCT
18
Tower Research Capital (TRC)
New York
-$853K -28,272 Closed
Osaic Holdings
19
Osaic Holdings
Arizona
-$34K -1,121 Closed
TFGT
20
TS Financial Group (TSFG)
Illinois
-$6K -190 Closed
HI
21
Hudock Inc
Pennsylvania
-$4K -153 Closed
HI
22
Harbour Investments
Wisconsin
-$4K -137 Closed
Morgan Stanley
23
Morgan Stanley
New York
-$3K -100 Closed

HOMZ Hedge Fund Activity: Q4 2022 in Review

17 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Hoya Capital Housing ETF (HOMZ) for Q4 2022, worth a combined $9.62M — down 3.4% from $9.96M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HOMZ and 4 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $401K. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $853K sold.

  • 17 institutional investors held Hoya Capital Housing ETF (HOMZ) as of Q4 2022, down from 20 in Q3 2022.
  • Funds reported $9.62M of Hoya Capital Housing ETF stock for Q4 2022, down 3.4% quarter-over-quarter.
  • 4 funds opened new Hoya Capital Housing ETF positions in Q4 2022 and 7 closed out, a net change of -3 holders.
  • The largest Hoya Capital Housing ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $401K added.
  • The largest Hoya Capital Housing ETF seller in Q4 2022 was Tower Research Capital (TRC), an estimated $853K sold.

Based on aggregated 13F filings for Q4 2022.