ETF Ser Solutions (HOMZ) Hedge Fund Ownership (Q2 2026)

ETF Ser Solutions (HOMZ)

17 + Investors. Track Smart Money conviction in HOMZ. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HOMZ

Based on 18 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added HOMZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 90% of 3.0Y peak

90% of all-time peak

18 funds currently hold this stock — 90% of the 3.0-year high of 20 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 62% buying

8 buying5 selling

Last quarter: 8 funds were net buyers (2 opened a brand new position + 6 added to an existing one). Only 5 were sellers (4 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 0 → 2 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 22% medium ■ 6% new

13 out of 18 hedge funds have held HOMZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~2 new funds/quarter

1 → 4 → 0 → 2 → 2 new funds/Q

New funds entering each quarter: 4 → 0 → 2 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 72% veterans vs 11% newcomers

■ 72% veterans ■ 17% 1-2yr ■ 11% new

Entry-cohort mix of 18 holders: 13 (72%) are 2+ year veterans, 3 entered 1–2 years ago, and 2 (11%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds

3 of 17 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

2.8

out of 10

Low Exit Risk

Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	17	17	-
13F Shares	253K	253K	-0.01%
Total Value	$12M	$11M	9.75%
New Positions	2	2	-
Increased Positions	6	6	-
Closed Positions	1	1	-
Reduced Positions	4	3	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13F Shares

253K

-0.01%

Total Value

$12M

$11M

9.75%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

17 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HOMZ. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 18 HOMZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Hoya Capital Real Estate, LLC	33.63%	47,873	$2.3M
2	Pettee Investors, Inc.	3.62%	153,817	$7.3M
3	Concorde Asset Management, LLC	0.12%	4,500	$215K
4	Jackson, Grant Investment Advisers, Inc.	0.02%	1,022	$49K
5	Zhang Financial LLC	0.01%	5,738	$274K
6	St. Johns Investment Management Company, LLC	0.00%	135	$6K
7	Concurrent Investment Advisors, LLC	0.00%	5,236	$250K
8	Cetera Investment Advisers	0.00%	7,284	$348K
9	US Bancorp \de\	0.00%	4,300	$205K
10	Integrated Wealth Concepts LLC	0.00%	659	$31K
11	Signaturefd, LLC	0.00%	135	$6K
12	Goldman Sachs Group Inc	0.00%	14,423	$689K
13	Aptus Capital Advisors, LLC	0.00%	90	$4K
14	Susquehanna International Group, LLP	0.00%	7,278	$348K
15	Farther Finance Advisors, LLC	0.00%	5	—
16	UBS Group AG	0.00%	285	$14K
17	Morgan Stanley	0.00%	1	—
18	Wells Fargo & Company/Mn	0.00%	—	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — ETF Ser Solutions (HOMZ)

What does the Smart Money Trend signal show for HOMZ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HOMZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HOMZ?

More buyers than sellers — 62% buying: Last quarter: 8 funds were net buyers (2 opened a brand new position + 6 added to an existing one). Only 5 were sellers (4 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HOMZ holders?

Smaller funds dominant — 6% AUM from top-100: 3 of 17 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HOMZ?

72% of holders stayed for 2+ years: 13 out of 18 hedge funds have held HOMZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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ETF Ser Solutions (HOMZ)

Smart Money Signals — HOMZ

Buying streak — 2 quarters in a row

High ownership — 90% of 3.0Y peak

Fast accumulation — +29% more funds vs a year ago

More buyers than sellers — 62% buying

Steady new buyers — ~2 new funds per quarter

72% of holders stayed for 2+ years

Steady discovery — ~2 new funds/quarter

Veteran-anchored — 72% veterans vs 11% newcomers

Smaller funds dominant — 6% AUM from top-100

Institutional Sentiment Summary — HOMZ

Hedge Fund Ownership: HOMZ

Market Analysis: HOMZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HOMZ

Hedge Fund Positioning: HOMZ

Statistics: HOMZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — ETF Ser Solutions (HOMZ)

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