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Schwab U.S Small- Cap ETF

105 hedge funds and large institutions have $246M invested in Schwab U.S Small- Cap ETF in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $235M → $246M (+$11.8M)

15% less ownership

Funds ownership: 78.36%63.36% (-15%)

45% less call options, than puts

Call options by funds: $796K | Put options by funds: $1.45M

Holders
105
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$796K
Puts
$1.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$64.4M
2
$30M
3
$18.1M
4
$15.7M
5
$8.63M
6
$7.75M
7
$7.32M
8
$6.17M
9
$6.17M
10
$4.82M
11
$4.49M
12
$4.46M
13
$3.76M
14
$3.7M
15
$3.36M
16
$3M
17
$2.85M
18
$2.42M
19
$2.38M
20
$2.29M
21
$2.13M
22
$2.09M
23
$2.06M
24
$2.05M
25
$1.99M