Schwab US Dividend Equity ETF
SCHD
SCHD
143 hedge funds and large institutions have $639M invested in Schwab US Dividend Equity ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 4 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 capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
17.43% more ownership
Funds ownership: 53.22% → 70.65% (+17%)
66% less call options, than puts
Call options by funds: $446K | Put options by funds: $1.31M
Holders
143
Holding in Top 10
13
Calls
$446K
Puts
$1.31M
Top Buyers
| 1 | +$130M | |
| 2 | +$31.4M | |
| 3 | +$10.1M | |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$9.03M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.68M |
Top Sellers
| 1 | -$3.64M | |
| 2 | -$3.12M | |
| 3 | -$2.22M | |
| 4 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$1.34M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$416K |