Hoya Capital Housing ETFHOMZ
HOMZ
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6% more funds holding
Funds holding: 17 [Q3] → 18 (+1) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]
3.15% less ownership
Funds ownership: 38.84% [Q3] → 35.69% (-3.15%) [Q4]
20% less capital invested
Capital invested by funds: $18.8M [Q3] → $15M (-$3.74M) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for HOMZ.
Financial journalist opinion
Neutral
Seeking Alpha
1 month ago
REIT Slope Adjustment Has Overshadowed Future Value Gains
Despite recent price declines, REITs' future value has increased due to higher rental rates, increased property values, and reduced competing supply. Higher market demanded returns have steepened the slope, causing REIT prices to drop despite improved fundamentals and future value. The price drop is driven by higher expected returns, not impaired future value, making current REIT valuations a buying opportunity.
Positive
Seeking Alpha
2 months ago
Not All 2% Spreads Are Created Equal
Real estate investment spreads are healthier today with higher cap rates and cost of capital, enhancing long-term returns despite similar nominal spreads. Higher cap rates lead to more accretive organic growth, reinvestment, dividends, debt reduction, and buybacks compared to the low-rate environment of early 2022. The current 8% cap rate and 6% cost of capital environment are more favorable for REITs than the previous 6% and 4% scenarios.
Positive
Zacks Investment Research
4 months ago
Is 2025 a Year of Housing Market Stability? ETFs to Consider
Rising expectations of the housing market becoming stable in 2025, make investing in these funds favorable.
Positive
Zacks Investment Research
4 months ago
Homebuilder ETFs Gain Traction
Homebuilder ETFs have been seeing solid momentum in recent weeks given the slew of upbeat data, lower mortgage rates and Fed rate cuts.
Positive
Zacks Investment Research
4 months ago
Where Are Mortgage Rates Heading? ETFs to Consider
Growing uncertainty in the U.S. housing market fueled by President Trump's economic proposals makes these ETFs less favorable.
Positive
ETF Trends
6 months ago
ETF Prime: Mercer Talks TSLA, AI, Autonomous Cars & Robots
In this edition of the ETF Prime podcast, host Nate Geraci welcomed VettaFi Senior Research Analyst Zeno Mercer to discuss AI, autonomous vehicles, and robots. The pair reacted to Tesla (TSLA) unveiling a new robo-taxi as well as the company's “Optimus” bot.
Positive
Zacks Investment Research
6 months ago
Is Housing Market Improving on Lower Mortgage Rates? ETFs to Consider
September interest rate cut by the Fed and expectations of further fall in 30-year mortgage rate paints an optimistic picture for the housing market, making investing in housing ETFs appealing.
Positive
Seeking Alpha
6 months ago
Canadian REITs: Higher Yield Up North
For income-focused investors willing to venture outside the United States, Canadian REITs offer appealing qualities as a potential portfolio diversifier alongside their larger and more established U.S. peers. Canadian REITs, on average, offer higher monthly dividend yields and trade at lower P/FFO multiples compared to their U.S. counterparts, but typically have weaker balance sheets with higher debt ratios. In this report, we take a quick look at 30 Canadian REITs and break down the industry on a sector-by-sector level. We also take a deep dive into H&R REIT.
Positive
Zacks Investment Research
7 months ago
What Lies Ahead for Homebuilder ETFs?
Expectations that the Fed will start cutting interest rates at its next meeting in September have buoyed the housing market in recent weeks.
Positive
Zacks Investment Research
8 months ago
Housing ETFs in Focus as Mortgage Rates Take a Favorable Turn
Increasing market expectations of a 100 bps interest rate cut by the end of 2024 has resulted in the 30-year mortgage rate plunging to its lowest level in over a year. Look into housing ETFs to capitalize on the optimistic trend of the 30-year mortgage rate.
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