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Schwab US Dividend Equity ETF

99 hedge funds and large institutions have $272M invested in Schwab US Dividend Equity ETF in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 5 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

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.84% less ownership

Funds ownership: 50.71%49.87% (-0.84%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $428K

Holders
99
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
Puts
$428K
Net Calls
Net Calls Change

Top Buyers

1 +$13.6M
2 +$3.36M
3 +$2.92M
4
AAC
Asset Advisors Corp
Georgia
+$2.9M
5
DS
DRW Securities
Illinois
+$1.61M

Top Sellers

1 -$3.67M
2 -$3.59M
3 -$3.13M
4
SG Americas Securities
SG Americas Securities
New York
-$2.45M
5
AI
Atria Investments
North Carolina
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$54.4M
2
$43.1M
3
$21.4M
4
$18.7M
5
$14.4M
6
$8.77M
7
$8.65M
8
$8.02M
9
$6.59M
10
$5.21M
11
$5.08M
12
$4.19M
13
$4M
14
$4M
15
$3.84M
16
$3.69M
17
$3.3M
18
$3.19M
19
$3.18M
20
$2.82M
21
$2.73M
22
$2.58M
23
$2.46M
24
$2.34M
25
$2.13M