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Schwab US Broad Market ETF

122 hedge funds and large institutions have $525M invested in Schwab US Broad Market ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 5

241% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 17

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

30% more capital invested

Capital invested by funds: $403M → $525M (+$122M)

30% more funds holding

Funds holding: 94122 (+28)

4.36% more ownership

Funds ownership: 105.35%109.71% (+4.4%)

10% more call options, than puts

Call options by funds: $356K | Put options by funds: $324K

Holders
122
Holders Change
+28
Holders Change %
+29.79%
% of All Funds
3.54%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.44%
New
33
Increased
58
Reduced
17
Closed
5
Calls
$356K
Puts
$324K
Net Calls
+$32K
Net Calls Change
-$399K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Annex Advisory Services
Wisconsin
$625K +$1.99K +276 +0.3%
MFS
52
MSI Financial Services
Massachusetts
$622K -$190K -26,418 -24%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$611K +$94.1K +13,086 +19%
U
54
UBS
Switzerland
$607K +$70.4K +9,792 +14%
CWM
55
Cabot Wealth Management
Massachusetts
$587K +$134K +18,600 +31%
DSN
56
D. Scott Neal
Kentucky
$576K +$553K +76,854 New
EK
57
Evensky & Katz
Florida
$575K +$29.2K +4,062 +6%
TYCC
58
Texas Yale Capital Corp
Florida
$501K
BRWA
59
B. Riley Wealth Advisors
Florida
$484K -$57.2K -7,956 -11%
SC
60
Savant Capital
Illinois
$476K +$194K +26,928 +74%
LRPA
61
L. Roy Papp & Associates
Arizona
$450K -$4.32K -600 -1%
JFG
62
JMG Financial Group
Illinois
$418K +$123K +17,052 +44%
VFS
63
VSR Financial Services
Kansas
$406K +$43.8K +6,090 +13%
CCA
64
Cobblestone Capital Advisors
New York
$386K +$91.4K +12,714 +33%
RP
65
Reinhart Partners
Wisconsin
$378K +$362K +50,400 New
AWE
66
Avidian Wealth Enterprises
Texas
$360K +$363K +50,424 New
IFS
67
Ifrah Financial Services
Arkansas
$349K +$335K +46,518 New
RC
68
Roundview Capital
New Jersey
$336K +$21.1K +2,940 +7%
TH
69
Timber Hill
Connecticut
$323K -$154K -21,468 -33%
CA
70
Callahan Advisors
Texas
$314K +$301K +41,802 New
Citigroup
71
Citigroup
New York
$308K
SS
72
SG Select
Florida
$308K +$72.1K +10,026 +32%
AIG
73
American International Group
New York
$301K +$176K +24,408 +155%
CI
74
Chartist Inc
California
$282K +$272K +37,788 New
DFIM
75
Detwiler Fenton Investment Management
Massachusetts
$276K +$264K +36,750 New