Hoya Capital Housing ETFHOMZETF
13F holders, Q1 2025 (March 31)20holders +2
5new positions
3sold out
1famous investor
$44.63avg. 13F price*
At the end of Q1 2025, 20 institutions reported holding Hoya Capital Housing ETF (HOMZ) in their 13F filings, up 2 from Q4 2024. 5 opened new positions and 3 sold out. The largest holders were Pettee Investors, Inc. ($6.9M), Hoya Capital Real Estate, LLC ($2.1M) and Raymond James Financial Inc. ($1.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hoya Capital Housing ETF
- Filed as
- ETF SER SOLUTIONS (Q1 2025)
- CUSIP
- 26922A230
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $591K |
| Exits | 3 | $466K |
All 13F filers, Q4 2024 → Q1 2025: 13,815 shares bought and 63,805 shares sold, net −49,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Pettee Investors, Inc. | 4.10% | Reduce -4.1% | 153,817 | $6.9M |
| Hoya Capital Real Estate, LLC | 40.77% | Reduce -0.1% | 46,660 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -62.6% | 27,867 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 14,423 | $645K |
| Concorde Asset Management, LLC | 0.18% | Reduce -1.6% | 8,050 | $338K |
| Cetera Investment Advisers | 0.00% | Add +9.9% | 6,335 | $283K |
| Citadel Advisors | 0.00% | New | 5,775 | $258K |
| Zhang Financial LLC | 0.01% | Add +0.6% | 5,555 | $248K |
| Susquehanna International Group, LLP | 0.00% | New | 4,819 | $215K |
| US Bancorp \de | 0.00% | No change | 4,300 | $192K |
| Steel Grove Capital Advisors, LLC | 0.01% | New | 1,321 | $59K |
| UBS Group AG | 0.00% | New | 1,289 | $58K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 1,022 | $46K |
| Signaturefd, LLC | 0.00% | Add +0.5% | 386 | $17K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 135 | $6K |
| Principal Securities, Inc. | 0.00% | No change | 100 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 89 | $4K |
| Farther Finance Advisors, LLC | 0.00% | New | 5 | $224 |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $74 |
| Wells Fargo & Company | 0.00% | No change | 1 | $35 |
"% of holder's portfolio" is HOMZ's weight in each manager's 13F, not the share of Hoya Capital Housing ETF the manager owns.