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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
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$25K +$23.6K +3,282 New
FPCG
102
Fort Pitt Capital Group
Pennsylvania
$25K +$15.4K +2,136 +179%
CA
103
CapWealth Advisors
Tennessee
$20K
TRCT
104
Tower Research Capital (TRC)
New York
$20K +$19.2K +2,676 New
MCM
105
Manchester Capital Management
Vermont
$18K
US Bancorp
106
US Bancorp
Minnesota
$18K
HDIM
107
Hanson & Doremus Investment Management
Vermont
$18K +$11.7K +1,626 +226%
PO
108
Private Ocean
California
$17K +$16.3K +2,262 New
QCMC
109
Quantum Capital Management (California)
California
$11K +$10.5K +1,458 New
CDIA
110
Capital Directions Investment Advisors
Georgia
$10K
MA
111
MCF Advisors
Kentucky
$9K +$8.24K +1,146 +19,100%
BAM
112
Barrett Asset Management
New York
$7K
ARMC
113
American Research & Management Company
Massachusetts
$5K
EMA
114
Efficient Market Advisors
California
$4K +$3.41K +474 +3,950%
PFG
115
Piershale Financial Group
Illinois
$3K +$43 +6 +2%
Creative Planning
116
Creative Planning
Kansas
$3K +$3.32K +462 New
KCPG
117
Kavar Capital Partners Group
Kansas
$1K +$1.08K +150 New
NDSI
118
Newman Dignan & Sheerar Inc
Rhode Island
$383 +$7.38K +1,026 +2%
VWM
119
Vector Wealth Management
Minnesota
-$567K -82,770 Closed
VKH
120
Virtu KCG Holdings
New York
-$203K -29,628 Closed
FM
121
Foster & Motley
Ohio
-$203K -29,580 Closed
AAC
122
Asset Advisors Corp
Georgia
-$164K -24,000 Closed
Ameriprise
123
Ameriprise
Minnesota
-$1K -162 Closed
IFWM
124
Institute for Wealth Management
Colorado
+$43 +6 New
FMP
125
Financial Management Professionals
Texas
+$431 +60 +1,000%