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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
151
$124K
152
$114K
153
$111K
154
$104K
155
$103K
156
$100K
157
$97K
158
$93K
159
$87K
160
$80K
161
$64K
162
$58K
163
$53K
164
$52K
165
$51K
166
$50K
167
$48K
168
$47K
169
$44K
170
$41K
171
$39K
172
$37K
173
$37K
174
$36.3K
175
$33K