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Schwab US REIT ETF

354 hedge funds and large institutions have $2.94B invested in Schwab US REIT ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 140 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $784K | Put options by funds: $458K

1.73% more ownership

Funds ownership: 138.42%140.15% (+1.7%)

0% less capital invested

Capital invested by funds: $2.94B → $2.94B (-$4.82M)

6% less funds holding

Funds holding: 378354 (-24)

16% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 140

32% less funds holding in top 10

Funds holding in top 10: 1913 (-6)

38% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 48

Holders
354
Holders Change
-24
Holders Change %
-6.35%
% of All Funds
7.14%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.26%
New
30
Increased
118
Reduced
140
Closed
48
Calls
$784K
Puts
$458K
Net Calls
+$326K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$1.95M -$710K -39,454 -26%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$1.93M -$1.05M -58,168 -35%
QI
78
QS Investors
New York
$1.86M +$152K +8,434 +9%
LFS
79
Lutz Financial Services
Nebraska
$1.75M -$4.36K -242 -0.2%
RW
80
REDW Wealth
New Mexico
$1.74M -$16.2K -900 -0.9%
FCIM
81
Fairview Capital Investment Management
California
$1.73M -$149K -8,280 -8%
DTIM
82
Danda Trouve Investment Management
Kansas
$1.72M -$247K -13,750 -12%
PFC
83
Phocas Financial Corp
California
$1.71M
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.66M -$1.23M -68,472 -42%
PIMG
85
Patriot Investment Management Group
Tennessee
$1.65M -$184K -10,222 -10%
VCP
86
Vista Capital Partners
Oregon
$1.65M +$25.2K +1,398 +2%
AA
87
Alesco Advisors
New York
$1.64M -$1.24M -69,006 -43%
HighTower Advisors
88
HighTower Advisors
Illinois
$1.63M -$198K -10,984 -11%
JCIA
89
Jackson Creek Investment Advisors
Colorado
$1.62M +$1.65M +91,500 New
FA
90
Fiducient Advisors
Illinois
$1.6M -$61.4K -3,414 -4%
Mariner
91
Mariner
Kansas
$1.57M -$265K -14,700 -14%
SWM
92
SeaCrest Wealth Management
New York
$1.53M +$131K +7,304 +9%
MWM
93
Mission Wealth Management
California
$1.47M -$126K -7,018 -8%
Bank of America
94
Bank of America
North Carolina
$1.46M -$656K -36,442 -31%
EWM
95
Empirical Wealth Management
Washington
$1.44M +$14.3K +792 +1%
CPIG
96
Chicago Partners Investment Group
Illinois
$1.41M -$53.5K -2,974 -4%
OIA
97
OneDigital Investment Advisors
Kansas
$1.4M -$1.21M -67,056 -46%
SWM
98
Sculati Wealth Management
Michigan
$1.39M -$31.8K -1,766 -2%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$1.36M -$463K -25,734 -25%
Truist Financial
100
Truist Financial
North Carolina
$1.34M -$110K -6,140 -7%