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Schwab US Broad Market ETF

94 hedge funds and large institutions have $403M invested in Schwab US Broad Market ETF in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 19

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

28% more capital invested

Capital invested by funds: $314M → $403M (+$88.7M)

11.67% more ownership

Funds ownership: 93.68%105.35% (+12%)

8% more funds holding

Funds holding: 8794 (+7)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
3.05%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.36%
New
16
Increased
40
Reduced
19
Closed
9
Calls
$431K
Puts
Net Calls
+$431K
Net Calls Change
+$419K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
76
Placemark Investments
Illinois
$76K +$76K +11,190 New
TWA
77
TCI Wealth Advisors
Arizona
$75K +$33K +4,860 +79%
ST
78
Smithfield Trust
Pennsylvania
$38K
CA
79
CapWealth Advisors
Tennessee
$18K
MCM
80
Manchester Capital Management
Vermont
$16K
US Bancorp
81
US Bancorp
Minnesota
$16K
Group One Trading
82
Group One Trading
Illinois
$12K +$12.2K +1,800 New
CDIA
83
Capital Directions Investment Advisors
Georgia
$9K
FPCG
84
Fort Pitt Capital Group
Pennsylvania
$8.18K -$449 -66 -5%
BAM
85
Barrett Asset Management
New York
$7K
ARMC
86
American Research & Management Company
Massachusetts
$5K
HDIM
87
Hanson & Doremus Investment Management
Vermont
$5K
PFG
88
Piershale Financial Group
Illinois
$2K
Ameriprise
89
Ameriprise
Minnesota
$1K +$1.1K +162 New
PMG
90
ProVise Management Group
Florida
-$2.41M -371,676 Closed
Nomura Holdings
91
Nomura Holdings
Japan
-$311K -48,000 Closed
DS
92
DRW Securities
Illinois
-$264K -40,782 Closed
CI
93
Chartist Inc
California
-$247K -37,788 Closed
Jane Street
94
Jane Street
New York
-$242K -37,242 Closed
NCM
95
Novare Capital Management
North Carolina
-$212K -32,754 Closed
RIA
96
Regal Investment Advisors
Michigan
-$182K -28,110 Closed
PP
97
Palladium Partners
Virginia
-$2K -330 Closed
IFWM
98
Institute for Wealth Management
Colorado
-$1K -126 Closed
FMP
99
Financial Management Professionals
Texas
+$41 +6 New
MA
100
MCF Advisors
Kentucky
+$41 +6 New