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Schwab US Large-Cap Growth ETF

115 hedge funds and large institutions have $359M invested in Schwab US Large-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 2 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 funds holding in top 10

Funds holding in top 10:

28% more capital invested

Capital invested by funds: $281M → $359M (+$78.7M)

14.45% more ownership

Funds ownership: 151.03%165.48% (+14%)

60% less call options, than puts

Call options by funds: $202K | Put options by funds: $502K

Holders
115
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$202K
Puts
$502K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
76
$299K
77
$293K
78
$269K
79
$261K
80
$252K
81
$247K
82
$246K
83
$234K
84
$230K
85
$210K
86
$202K
87
$163K
88
$157K
89
$107K
90
$96K
91
$93K
92
$87K
93
$84K
94
$82K
95
$79K
96
$38K
97
$37K
98
$37K
99
$21K
100
$19K