HOYA CAPITAL HOUSING ETF (HOMZ) Institutional Ownership Changes & 13F Activity
HOYA CAPITAL HOUSING ETF (HOMZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Concorde Asset Management, Llc, Global Assets Advisory, Llc, Morgan Stanley, Concurrent Investment Advisors, Llc, and Ubs Group Ag.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Concorde Asset Management, Llc | Buy | +4,500 | — | 4,500 | $215.01K | Q2 2026 | Aug 18, 2026 |
| Susquehanna International Group, Llp | Buy | +581 | +8.7% | 7,278 | $347.74K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -35 | -0.2% | 14,423 | $689.13K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -1,218 | -99.9% | 1 | $52.00 | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -977 | -77.4% | 285 | $13.62K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +136 | +1.9% | 7,284 | $348.03K | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +1 | +1.1% | 90 | $4.30K | Q2 2026 | Aug 12, 2026 |
| Hoya Capital Real Estate, Llc | Buy | +830 | +1.8% | 47,873 | $2.29M | Q2 2026 | Aug 10, 2026 |
| Zhang Financial Llc | Buy | +37 | +0.6% | 5,738 | $274.18K | Q2 2026 | Jul 30, 2026 |
| Concurrent Investment Advisors, Llc | Sell | -1,101 | -17.4% | 5,236 | $250.18K | Q2 2026 | Jul 27, 2026 |
| Signaturefd, Llc | Buy | +1 | +0.7% | 135 | $6.45K | Q2 2026 | Jul 24, 2026 |
| Global Assets Advisory, Llc | Sell | -3,432 | -100.0% | 0 | $0.00 | Q2 2026 | May 01, 2026 |
Frequently asked questions about HOMZ activity
Which institutional owners are buying HOMZ?
Institutional owners buying HOMZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HOMZ activity?
"Buy" means an investor increased their reported position in HOMZ compared to the prior reporting period. This reflects growing exposure to HOYA CAPITAL HOUSING ETF (HOMZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HOMZ increasing?
Institutional interest in HOMZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.