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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 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

3% more ownership

Funds ownership: 34.22%37.22% (+3%)

0% more funds holding

Funds holding: 1919 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% less capital invested

Capital invested by funds: $12.6M → $12.6M (-$21.3K)

Holders
19
Holders Change
Holders Change %
0%
% 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
4
Increased
7
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
Pettee Investors
Connecticut
$6.58M -$76.8K -2,000 -1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.53M +$1.19M +31,002 +77%
HCRE
3
Hoya Capital Real Estate
Connecticut
$1.6M -$10.7K -278 -0.6%
Citadel Advisors
4
Citadel Advisors
Florida
$579K +$626K +16,290 New
Goldman Sachs
5
Goldman Sachs
New York
$513K
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$299K +$36.2K +941 +13%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$226K +$17.6K +457 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$125K -$165K -4,307 -55%
UBS Group
9
UBS Group
Switzerland
$56.9K +$42.5K +1,107 +224%
William Blair & Company
10
William Blair & Company
Illinois
$24.9K
S
11
SignatureFD
Georgia
$10.8K +$77 +2 +0.7%
MFT
12
Moisand Fitzgerald Tamayo
Florida
$7.4K +$7.99K +208 New
IA
13
IFP Advisors
Florida
$6.11K +$38 +1 +0.6%
CIAS
14
Capital Investment Advisory Services
North Carolina
$5.56K
SJIM
15
St. Johns Investment Management
Florida
$4.8K
NA
16
NewEdge Advisors
Louisiana
$3.56K +$3.84K +100 New
ACA
17
Aptus Capital Advisors
Alabama
$2.1K +$1.46K +38 +181%
Osaic Holdings
18
Osaic Holdings
Arizona
$426 -$131K -3,417 -100%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$36 +$38 +1 New
Wells Fargo
20
Wells Fargo
California
$7 -$5.42K -141 Closed
CFA
21
Camarda Financial Advisors
Florida
-$213K -5,489 Closed
ZF
22
Zhang Financial
Michigan
-$215K -5,489 Closed
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
-$21K -538 Closed

HOMZ Hedge Fund Activity: Q3 2023 in Review

19 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Hoya Capital Housing ETF (HOMZ) for Q3 2023, worth a combined $12.6M — down 0.17% from $12.6M a quarter earlier.

Fund positioning in HOMZ was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 4 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.19M. The largest seller was Zhang Financial, exiting entirely with an estimated $215K sold.

  • 19 institutional investors held Hoya Capital Housing ETF (HOMZ) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $12.6M of Hoya Capital Housing ETF stock for Q3 2023, down 0.17% quarter-over-quarter.
  • 4 funds opened new Hoya Capital Housing ETF positions in Q3 2023 and 4 closed out, a net change of 0 holders.
  • The largest Hoya Capital Housing ETF buyer in Q3 2023 was Raymond James Financial Services Advisors, an estimated $1.19M added.
  • The largest Hoya Capital Housing ETF seller in Q3 2023 was Zhang Financial, an estimated $215K sold.

Based on aggregated 13F filings for Q3 2023.