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Schwab US Dividend Equity ETF

195 hedge funds and large institutions have $642M invested in Schwab US Dividend Equity ETF in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

24.06% less ownership

Funds ownership: 83.34%59.28% (-24%)

26% less capital invested

Capital invested by funds: $862M → $642M (-$221M)

27% less call options, than puts

Call options by funds: $660K | Put options by funds: $904K

Holders
195
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$660K
Puts
$904K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$2.08M
52
$1.96M
53
$1.88M
54
$1.79M
55
$1.65M
56
$1.63M
57
$1.6M
58
$1.59M
59
$1.49M
60
$1.48M
61
$1.47M
62
$1.41M
63
$1.38M
64
$1.37M
65
$1.36M
66
$1.35M
67
$1.32M
68
$1.26M
69
$1.22M
70
$1.21M
71
$1.21M
72
$1.18M
73
$1.15M
74
$1.13M
75
$1.12M