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Schwab US Broad Market ETF

309 hedge funds and large institutions have $2.39B invested in Schwab US Broad Market ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

617% more call options, than puts

Call options by funds: $4.28M | Put options by funds: $597K

187% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 55

187% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 23

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

15% more capital invested

Capital invested by funds: $2.07B → $2.39B (+$320M)

15% more funds holding

Funds holding: 269309 (+40)

7.03% more ownership

Funds ownership: 180.14%187.17% (+7%)

Holders
309
Holders Change
+40
Holders Change %
+14.87%
% of All Funds
7.72%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.1%
New
66
Increased
158
Reduced
55
Closed
23
Calls
$4.28M
Puts
$597K
Net Calls
+$3.68M
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
301
Financial Management Professionals
Texas
$3K -$21.1K -2,400 -86%
NFG
302
Next Financial Group
Texas
$2K
WA
303
Winfield Associates
Ohio
$2K +$2.11K +240 New
SPIA
304
Steward Partners Investment Advisory
New York
$1K +$1.8K +204 New
FAN
305
Financial Advisors Network
California
$662 +$634 +72 New
Envestnet Asset Management
306
Envestnet Asset Management
Illinois
-$20.1M -2,301,234 Closed
TRCT
307
Tower Research Capital (TRC)
New York
-$4.24M -486,612 Closed
PV
308
Private Vista
Illinois
-$2.31M -268,812 Closed
ACM
309
Avalon Capital Management
California
-$720K -82,608 Closed
GWM
310
Greenwich Wealth Management
Connecticut
-$340K -39,000 Closed
Mariner
311
Mariner
Kansas
-$328K -37,608 Closed
ICOA
312
Investment Centers of America
North Dakota
-$312K -35,844 Closed
SGAM
313
Steinberg Global Asset Management
Florida
-$300K -34,416 Closed
SB
314
Suntrust Banks
Georgia
-$279K -32,022 Closed
FF
315
Friedenthal Financial
New Jersey
-$229K -26,262 Closed
AA
316
Advisory Alpha
Michigan
-$223K -25,626 Closed
AMIM
317
Aull & Monroe Investment Management
Alabama
-$217K -24,852 Closed
BRWA
318
B. Riley Wealth Advisors
Florida
-$213K -24,360 Closed
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
-$94K -10,800 Closed
JFA
320
JNBA Financial Advisors
Minnesota
-$81K -9,342 Closed
S
321
SignatureFD
Georgia
-$81K -9,342 Closed
ACM
322
Argentus Capital Management
Texas
-$72K -8,268 Closed
CA
323
CapWealth Advisors
Tennessee
-$21K -2,400 Closed
FIB
324
First Interstate Bank
Montana
-$10K -1,200 Closed
FNBT
325
FineMark National Bank & Trust
Florida
-$5K -624 Closed