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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
PAG
101
Private Advisor Group
New Jersey
$1.34M +$69.9K +3,884 +5%
Betterment LLC
102
Betterment LLC
New York
$1.31M +$40.1K +2,228 +3%
TAM
103
Trillium Asset Management
Massachusetts
$1.31M +$180K +10,000 +16%
BA
104
Ballast Advisors
Minnesota
$1.27M -$81.7K -4,542 -6%
Morgan Stanley
105
Morgan Stanley
New York
$1.24M -$56.3K -3,128 -4%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$1.18M +$526K +29,246 +78%
MAS
107
Madden Advisory Services
Florida
$1.16M +$126K +6,992 +12%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$1.14M -$94.8K -5,266 -8%
RIG
109
Ramiah Investment Group
Wisconsin
$1.13M -$10.9K -606 -0.9%
ASN
110
Advisory Services Network
Georgia
$1.09M +$20.4K +1,132 +2%
Osaic Holdings
111
Osaic Holdings
Arizona
$1.06M -$252K -14,032 -19%
Citadel Advisors
112
Citadel Advisors
Florida
$1.06M +$1.08M +59,792 New
RCA
113
Reitz Capital Advisors
Michigan
$1.03M +$529K +29,414 +101%
UCFA
114
United Capital Financial Advisors
Texas
$1.02M +$13.6K +758 +1%
RSWM
115
Robertson Stephens Wealth Management
California
$994K -$2.62M -145,794 -72%
FSWA
116
Financial Synergies Wealth Advisors
Texas
$978K -$1.12M -62,410 -53%
PFA
117
Pure Financial Advisors
California
$961K -$3.2K -178 -0.3%
CFMC
118
Curbstone Financial Management Corp
New Hampshire
$960K
SCI
119
Stableford Capital II
Arizona
$960K +$386K +21,444 +65%
MI
120
Moneywise Inc
Virginia
$951K -$510K -28,320 -35%
FF
121
Friedenthal Financial
New Jersey
$914K -$209K -11,632 -18%
CI
122
Cordant Inc
Oregon
$911K +$2.99K +166 +0.3%
IA
123
IFG Advisors
Missouri
$910K +$178K +9,878 +24%
PRWA
124
Platte River Wealth Advisors
Colorado
$890K -$95.7K -5,320 -10%
SCA
125
Stokes Capital Advisors
South Carolina
$868K +$50.9K +2,828 +6%