Hoya Capital Housing ETF
HOMZ
17 hedge funds and large institutions have $16M invested in Hoya Capital Housing ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 6 closing their positions.
27% more capital invested
Capital invested by funds: $12.6M → $16M (+$3.41M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
2.58% more ownership
Funds ownership: 37.22% → 39.8% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less funds holding
Funds holding: 19 → 17 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$997K |
| 2 |
ZF
Zhang Financial
Portage,
Michigan
|
+$202K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$85.3K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.3K |
| 5 |
PI
Pettee Investors
Rowayton,
Connecticut
|
+$1.84K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$299K |
| 2 |
William Blair & Company
Chicago,
Illinois
|
-$24.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$20.7K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$13.6K |
| 5 |
HCRE
Hoya Capital Real Estate
Rowayton,
Connecticut
|
-$9.59K |
HOMZ Hedge Fund Activity: Q4 2023 in Review
17 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in Hoya Capital Housing ETF (HOMZ) for Q4 2023, worth a combined $16M — up 27% from $12.6M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of HOMZ and 4 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 5 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $997K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $299K sold.
- 17 institutional investors held Hoya Capital Housing ETF (HOMZ) as of Q4 2023, down from 19 in Q3 2023.
- Funds reported $16M of Hoya Capital Housing ETF stock for Q4 2023, up 27% quarter-over-quarter.
- 4 funds opened new Hoya Capital Housing ETF positions in Q4 2023 and 6 closed out, a net change of -2 holders.
- The largest Hoya Capital Housing ETF buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $997K added.
- The largest Hoya Capital Housing ETF seller in Q4 2023 was Susquehanna International Group, an estimated $299K sold.
Based on aggregated 13F filings for Q4 2023.