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Schwab US REIT ETF

486 hedge funds and large institutions have $4.11B invested in Schwab US REIT ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 195 increasing their positions, 131 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $463K

71% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 51

49% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 131

8% more capital invested

Capital invested by funds: $3.8B → $4.11B (+$307M)

7% more funds holding

Funds holding: 454486 (+32)

0.57% less ownership

Funds ownership: 73.33%72.75% (-0.57%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
486
Holders Change
+32
Holders Change %
+7.05%
% of All Funds
7.81%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
87
Increased
195
Reduced
131
Closed
51
Calls
$1.04M
Puts
$463K
Net Calls
+$579K
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
51
HBK Sorce Advisory
Pennsylvania
$4.53M +$1.14M +59,392 +34%
AWM
52
Apollon Wealth Management
South Carolina
$4.49M +$372K +19,322 +9%
CAN
53
Cetera Advisor Networks
California
$4.45M +$425K +22,100 +11%
GB
54
Gunma Bank
Japan
$4.26M
Ameriprise
55
Ameriprise
Minnesota
$3.55M +$66K +3,430 +2%
CI
56
CX Institutional
Indiana
$3.55M +$1.09M +56,717 +45%
VCP
57
Vista Capital Partners
Oregon
$3.37M +$1.18M +61,187 +54%
AP
58
Appleton Partners
Massachusetts
$3.35M +$130K +6,751 +4%
RIM
59
Rockbridge Investment Management
New York
$3.34M +$70.9K +3,684 +2%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$3.34M -$9.54M -495,706 -74%
EWM
61
Empirical Wealth Management
Washington
$3.31M +$491K +25,489 +17%
AWM
62
Avior Wealth Management
Nebraska
$3.3M +$404K +20,975 +14%
PCWA
63
Pacific Capital Wealth Advisors
California
$3.29M +$3.28M +170,576 New
CPWM
64
Cypress Point Wealth Management
Texas
$3.17M -$212K -11,033 -6%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$3.04M +$2.19M +113,613 +258%
GWM
66
Geneos Wealth Management
Colorado
$3.03M +$144K +7,500 +5%
Morgan Stanley
67
Morgan Stanley
New York
$2.97M -$4.9M -254,838 -62%
ULWM
68
Upper Left Wealth Management
Florida
$2.91M -$10.9K -566 -0.4%
SC
69
Schoolcraft Capital
Colorado
$2.81M -$6.45K -335 -0.2%
FCI
70
Financial Counselors Inc
Kansas
$2.78M
PIMG
71
Patriot Investment Management Group
Tennessee
$2.77M +$299K +15,552 +13%
Truist Financial
72
Truist Financial
North Carolina
$2.77M -$163K -8,446 -6%
TI
73
Truepoint Inc
Ohio
$2.74M +$1.65M +85,949 +153%
CWM
74
Congress Wealth Management
Massachusetts
$2.7M +$40.7K +2,116 +2%
HighTower Advisors
75
HighTower Advisors
Illinois
$2.64M -$56.1K -2,916 -2%