We are live on
!
Find out more
Schwab US Dividend Equity ETF
SCHD
SCHD
109 hedge funds and large institutions have $371M invested in Schwab US Dividend Equity ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
127% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 26
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
15% more capital invested
Capital invested by funds: $323M → $371M (+$48.1M)
3% more funds holding
Funds holding: 106 → 109 (+3)
2.69% more ownership
Funds ownership: 50.53% → 53.22% (+2.7%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $837K
Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
3.16%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.29%
New
10
Increased
59
Reduced
26
Closed
7
Calls
–
Puts
$837K
Net Calls
-$837K
Net Calls Change
-$183K
Top Buyers
| 1 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$11.2M |
| 2 |
CC
Curian Capital
Denver,
Colorado
|
+$8.37M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
+$7.12M |
| 4 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$4.89M |
| 5 |
Bank of New York Mellon
New York
|
+$4.58M |
