
Hoya Capital Housing is an exchange-traded fund on ARCA. As of Q3 2025, 17 institutional investors hold shares in this ETF, with total holdings valued at $13.0M. Pettee Investors, Inc. is the largest holder with a position valued at $7.2M.
Overview of institutional ownership in HOMZ as of Q3 2025
Institutions with the largest positions in HOMZ as of Q3 2025
| Institution | Position Value |
|---|---|
Pettee Investors, Inc. RIA/Wealth | $7.2M 4.07% of portfolio |
Hoya Capital Real Estate, LLC ETF Provider | $2.3M 37.45% of portfolio |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $920.9K 0.00% of portfolio |
Concurrent Investment Advisors, LLC RIA/Wealth | $745.3K 0.01% of portfolio |
GOLDMAN SACHS GROUP INC Institution | $678.5K 0.00% of portfolio |
Concorde Asset Management, LLC RIA/Wealth | $338.2K 0.14% of portfolio |
Cetera Investment Advisers RIA/Wealth | $310.6K 0.00% of portfolio |
Zhang Financial LLC RIA/Wealth | $264.5K 0.01% of portfolio |
US BANCORP \DE\ Institution | $202.3K 0.00% of portfolio |
Jackson, Grant Investment Advisers, Inc. RIA/Wealth | $48.1K 0.02% of portfolio |
Institutional buying and selling activity for HOMZ in Q3 2025
| Institution | Net Bought |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$372.7K +7.9K shares |
Zhang Financial LLC RIA/Wealth | +$264.5K +5.6K shares |
Hoya Capital Real Estate, LLC ETF Provider | +$60.5K +1.3K shares |
Cetera Investment Advisers RIA/Wealth | +$11.1K +235.0 shares |
UBS Group AG Institution | +$235.0 +-1.3K shares |
MORGAN STANLEY RIA/Wealth | +$68.0 +1.0 shares |
SIGNATUREFD, LLC RIA/Wealth | +$46.9 +1.0 shares |
| Institution | Net Sold |
|---|---|
Concurrent Investment Advisors, LLC RIA/Wealth | −$348.6K −7.4K shares |
Concorde Asset Management, LLC RIA/Wealth | −$39.9K −850.0 shares |
WELLS FARGO & COMPANY/MN Institution | −$11.1 −0.2 shares |
Institutions that initiated new positions or completely exited HOMZ in Q3 2025
| Institution | Position Value |
|---|---|
| No new positions found | |
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Institutions with the largest Call and Put options positions in HOMZ as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with HOMZ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Hoya Capital Real Estate, LLC ETF Provider | 37.45% $2.3M |
Pettee Investors, Inc. RIA/Wealth | 4.07% $7.2M |
Concorde Asset Management, LLC RIA/Wealth | 0.14% $338.2K |
Jackson, Grant Investment Advisers, Inc. RIA/Wealth | 0.02% $48.1K |
Concurrent Investment Advisors, LLC RIA/Wealth | 0.01% $745.3K |
Zhang Financial LLC RIA/Wealth | 0.01% $264.5K |
0.00% $6.4K | |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | 0.00% $920.9K |
Cetera Investment Advisers RIA/Wealth | 0.00% $310.6K |
US BANCORP \DE\ Institution | 0.00% $202.3K |
Discover hedge funds investing in HOMZ


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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