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Schwab US REIT ETF

454 hedge funds and large institutions have $3.8B invested in Schwab US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 186 increasing their positions, 140 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 140

8% more call options, than puts

Call options by funds: $559K | Put options by funds: $518K

0.82% more ownership

Funds ownership: 72.51%73.33% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

2% less funds holding

Funds holding: 464454 (-10)

11% less capital invested

Capital invested by funds: $4.28B → $3.8B (-$483M)

16% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 56

Holders
454
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
7.82%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
47
Increased
186
Reduced
140
Closed
56
Calls
$559K
Puts
$518K
Net Calls
+$41K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
401
Bellevue Asset Management
Washington
$4K
BWM
402
BerganKDV Wealth Management
Minnesota
$4K
GWANC
403
Guardian Wealth Advisors (North Carolina)
North Carolina
$4K
HCM
404
Horrell Capital Management
Arkansas
$4K
PWMG
405
Prestige Wealth Management Group
New Jersey
$4K +$43 +2 +0.9%
SWA
406
Sutton Wealth Advisors
Florida
$3.63K
BLC
407
Brown, Lisle/Cummings
Rhode Island
$3.46K +$4K +185 New
CFGS
408
Concourse Financial Group Securities
Alabama
$3K -$1.08K -50 -22%
SWA
409
SOA Wealth Advisors
New York
$3K -$173 -8 -4%
AWM
410
Atticus Wealth Management
Florida
$3K
EI
411
Ellevest Inc
New York
$3K
VFA
412
Values First Advisors
Tennessee
$3K
FWM
413
Focused Wealth Management
New York
$3K +$22 +1 +0.6%
TCOV
414
Trust Company of Vermont
Vermont
$3K +$2.9K +134 New
SSB
415
Sandy Spring Bank
Maryland
$3K +$3.12K +144 New
PCA
416
Providence Capital Advisors
North Carolina
$3K +$3.77K +174 New
ME
417
McIlrath & Eck
Washington
$2K -$28.3K -1,309 -91%
FFA
418
Founders Financial Alliance
North Carolina
$2K -$11.9K -549 -81%
CWC
419
Carolinas Wealth Consulting
North Carolina
$2K
CSB
420
City State Bank
Iowa
$2K
CMBA
421
C.M. Bidwell & Associates
Hawaii
$2K
IBOK
422
Independence Bank of Kentucky
Kentucky
$2K
LWA
423
Lowe Wealth Advisors
Maryland
$2K
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$2K
TCWA
425
Ten Capital Wealth Advisors
Washington
$2K