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Hoya Capital Housing ETF

19 hedge funds and large institutions have $12.6M invested in Hoya Capital Housing ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

36% more funds holding

Funds holding: 1419 (+5)

20% more capital invested

Capital invested by funds: $10.5M → $12.6M (+$2.06M)

2.84% more ownership

Funds ownership: 31.37%34.22% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
7
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
Pettee Investors
Connecticut
$7.24M
HCRE
2
Hoya Capital Real Estate
Connecticut
$1.76M +$24.7K +694 +2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.55M +$431K +12,099 +43%
Goldman Sachs
4
Goldman Sachs
New York
$559K
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$303K -$55.4K -1,557 -17%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$289K +$265K +7,456 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$228K +$210K +5,891 New
ZF
8
Zhang Financial
Michigan
$215K +$195K +5,489 New
CFA
9
Camarda Financial Advisors
Florida
$213K +$195K +5,489 New
Osaic Holdings
10
Osaic Holdings
Arizona
$133K +$9.04K +254 +8%
William Blair & Company
11
William Blair & Company
Illinois
$27.1K +$24.9K +700 New
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$21K +$19.2K +538 New
UBS Group
13
UBS Group
Switzerland
$19.1K +$17.6K +494 New
S
14
SignatureFD
Georgia
$11.7K +$71 +2 +0.7%
IA
15
IFP Advisors
Florida
$6.63K +$36 +1 +0.6%
CIAS
16
Capital Investment Advisory Services
North Carolina
$6.03K +$36 +1 +0.6%
Wells Fargo
17
Wells Fargo
California
$5.45K +$5.02K +141 New
SJIM
18
St. Johns Investment Management
Florida
$5.23K
ACA
19
Aptus Capital Advisors
Alabama
$814 +$320 +9 +75%
Citadel Advisors
20
Citadel Advisors
Florida
-$630K -18,379 Closed
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
-$55.4K -1,615 Closed
CSB
22
City State Bank
Iowa
-$3K -100 Closed

HOMZ Hedge Fund Activity: Q2 2023 in Review

19 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Hoya Capital Housing ETF (HOMZ) for Q2 2023, worth a combined $12.6M — up 20% from $10.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HOMZ positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $431K. The largest seller was Citadel Advisors, exiting entirely with an estimated $630K sold.

  • 19 institutional investors held Hoya Capital Housing ETF (HOMZ) as of Q2 2023, up from 14 in Q1 2023.
  • Funds reported $12.6M of Hoya Capital Housing ETF stock for Q2 2023, up 20% quarter-over-quarter.
  • 8 funds opened new Hoya Capital Housing ETF positions in Q2 2023 and 3 closed out, a net change of +5 holders.
  • The largest Hoya Capital Housing ETF buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $431K added.
  • The largest Hoya Capital Housing ETF seller in Q2 2023 was Citadel Advisors, an estimated $630K sold.

Based on aggregated 13F filings for Q2 2023.