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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
CIP
101
Capital Insight Partners
Arizona
$1.83M -$2.19M -113,932 -55%
HWA
102
HHM Wealth Advisors
Tennessee
$1.79M +$902K +46,846 +102%
MAS
103
Madden Advisory Services
Florida
$1.76M +$77.1K +4,008 +5%
PWA
104
Peterson Wealth Advisors
Utah
$1.75M +$677K +35,186 +63%
AWM
105
AE Wealth Management
Kansas
$1.69M -$615K -31,966 -27%
Osaic Holdings
106
Osaic Holdings
Arizona
$1.68M -$2.38M -123,755 -59%
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$1.68M -$1.57M -81,487 -48%
EPM
108
Elm Partners Management
Pennsylvania
$1.67M -$6.82M -354,192 -80%
BDF
109
Black Diamond Financial
Maryland
$1.66M +$654K +33,968 +65%
BA
110
Ballast Advisors
Minnesota
$1.55M +$29.8K +1,549 +2%
RW
111
REDW Wealth
New Mexico
$1.55M -$226K -11,744 -13%
CWM
112
Curi Wealth Management
North Carolina
$1.5M -$306K -15,876 -17%
IA
113
IFG Advisors
Missouri
$1.5M +$138K +7,163 +10%
RC
114
Roundview Capital
New Jersey
$1.49M +$572K +29,726 +62%
PA
115
Procyon Advisors
Connecticut
$1.48M -$1.57M -81,407 -51%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$1.48M +$101K +5,249 +7%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$1.46M -$371K -19,263 -20%
PWM
118
Perigon Wealth Management
California
$1.46M +$121K +6,286 +9%
CAG
119
Curtis Advisory Group
California
$1.42M +$187K +9,730 +15%
FTS
120
Fifth Third Securities
Ohio
$1.41M +$29.7K +1,542 +2%
ECM
121
Evergreen Capital Management
Washington
$1.4M +$967K +50,239 +224%
ACA
122
Atlas Capital Advisors
Wyoming
$1.4M -$216K -11,228 -13%
AWS
123
Atria Wealth Solutions
New York
$1.39M +$1.09M +56,833 +378%
FPAS
124
Focus Partners Advisor Solutions
Missouri
$1.35M -$273K -14,173 -17%
OIA
125
OneDigital Investment Advisors
Kansas
$1.34M +$117K +6,077 +10%