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Schwab US Dividend Equity ETF

157 hedge funds and large institutions have $463M invested in Schwab US Dividend Equity ETF in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

9% less capital invested

Capital invested by funds: $508M → $463M (-$44.4M)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.33M
Puts
$938K
Net Calls
Net Calls Change

Top Buyers

1 +$21.1M
2 +$6.71M
3 +$4.39M
4
Goldman Sachs
Goldman Sachs
New York
+$4.32M
5
GC
Gratus Capital
Georgia
+$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$87K
127
$78K
128
$69K
129
$58K
130
$54K
131
$46K
132
$45K
133
$44K
134
$44K
135
$43K
136
$42K
137
$40K
138
$36K
139
$33K
140
$33K
141
$31K
142
$21K
143
$18K
144
$17K
145
$17K
146
$12K
147
$9K
148
$8.09K
149
$8K
150
$7K