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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
1
$83M
2
$39M
3
$24.6M
4
$14.2M
5
$13.6M
6
$12.7M
7
$12.4M
8
$11.3M
9
$11M
10
$9.07M
11
$7.03M
12
$6.67M
13
$6.4M
14
$6.04M
15
$5.25M
16
$4.88M
17
$4.56M
18
$3.95M
19
$3.77M
20
$3.72M
21
$3.7M
22
$3.48M
23
$3.41M
24
$3.39M
25
$3.36M