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Schwab US Dividend Equity ETF

61 hedge funds and large institutions have $182M invested in Schwab US Dividend Equity ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

6% more capital invested

Capital invested by funds: $172M → $182M (+$10.2M)

4.79% less ownership

Funds ownership: 50.56%45.77% (-4.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $468K

Holders
61
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$468K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$44.5M
2
$31.2M
3
$19.7M
4
$13M
5
$10.5M
6
$10.4M
7
$4.04M
8
$3.82M
9
$3.37M
10
$2.86M
11
$2.69M
12
$2.69M
13
$2.64M
14
$2.48M
15
$2.33M
16
$2.32M
17
$2.23M
18
$2.01M
19
$1.78M
20
$1.66M
21
$1.3M
22
$1.23M
23
$1.15M
24
$1.15M
25
$979K