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Schwab US Dividend Equity ETF

407 hedge funds and large institutions have $1.92B invested in Schwab US Dividend Equity ETF in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 182 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

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

Funds holding:

2% less capital invested

Capital invested by funds: $1.96B → $1.92B (-$42.4M)

2.04% less ownership

Funds ownership: 83.31%81.28% (-2%)

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

Holders
407
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.02M
Puts
$1.06M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
326
$125K
327
$121K
328
$120K
329
$118K
330
$114K
331
$109K
332
$109K
333
$106K
334
$99K
335
$96K
336
$92K
337
$89K
338
$88K
339
$80K
340
$77K
341
$74K
342
$73K
343
$65K
344
$62K
345
$60K
346
$60K
347
$53K
348
$48K
349
$47K
350
$47K