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Hoya Capital Housing ETF
HOMZ

Overview Fund Activity

18 hedge funds and large institutions have $15M invested in Hoya Capital Housing ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
6
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIC
1
Samalin Investment Counsel
New York
$250K
2
JGIA
2
Jackson Grant Investment Advisers
Connecticut
$46.3K
3
LPL Financial
3
LPL Financial
California
$213K
4
CAM
4
Concorde Asset Management
Michigan
$371K
5
AWM
5
AE Wealth Management
Kansas
$3.04K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$261K
5
HCRE
5
Hoya Capital Real Estate
Connecticut
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
1
Pettee Investors
Connecticut
$7.27M – – –
Raymond James Financial
2
Raymond James Financial
Florida
$3.38M +$3.38M +74,613 New
HCRE
3
Hoya Capital Real Estate
Connecticut
$2.12M -$2.72K -60 -0.1%
Goldman Sachs
4
Goldman Sachs
New York
$653K – – –
CAM
5
Concorde Asset Management
Michigan
$371K +$5.89K +130 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$261K -$29.3K -647 -10%
ZF
7
Zhang Financial
Michigan
$250K +$1.5K +33 +0.6%
SIC
8
Samalin Investment Counsel
New York
$250K +$250K +5,512 New
LPL Financial
9
LPL Financial
California
$213K +$33.3K +735 +18%
US Bancorp
10
US Bancorp
Minnesota
$195K – – –
JGIA
11
Jackson Grant Investment Advisers
Connecticut
$46.3K +$46.3K +1,022 New
S
12
SignatureFD
Georgia
$17.4K +$2.4K +53 +16%
SJIM
13
St. Johns Investment Management
Florida
$6.12K – – –
PS
14
Principal Securities
Iowa
$4.53K – – –
ACA
15
Aptus Capital Advisors
Alabama
$4.03K +$272 +6 +7%
AWM
16
AE Wealth Management
Kansas
$3.04K +$3.04K +67 New
Morgan Stanley
17
Morgan Stanley
New York
$124 +$62 +1 +100%
Wells Fargo
18
Wells Fargo
California
$44 +$44 +1 New
Citadel Advisors
19
Citadel Advisors
Florida
– -$622K -12,229 Closed
UBS Group
20
UBS Group
Switzerland
– -$316K -6,201 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– -$98K -1,928 Closed