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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
126
$262K
127
$253K
128
$246K
129
$244K
130
$243K
131
$239K
132
$234K
133
$233K
134
$233K
135
$230K
136
$224K
137
$220K
138
$220K
139
$219K
140
$209K
141
$198K
142
$191K
143
$180K
144
$165K
145
$160K
146
$153K
147
$150K
148
$140K
149
$138K
150
$136K