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Schwab US REIT ETF

98 hedge funds and large institutions have $364M invested in Schwab US REIT ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 5 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:

less ownership

Funds ownership:

15% less capital invested

Capital invested by funds: $427M → $364M (-$62.5M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $341K

Holders
98
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$341K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$2.25M
27
$2.25M
28
$2.02M
29
$1.83M
30
$1.8M
31
$1.79M
32
$1.77M
33
$1.76M
34
$1.75M
35
$1.71M
36
$1.46M
37
$1.18M
38
$1.09M
39
$939K
40
$865K
41
$820K
42
$817K
43
$716K
44
$662K
45
$530K
46
$510K
47
$503K
48
$435K
49
$423K
50
$408K