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Schwab US REIT ETF

498 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 195 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,184% more call options, than puts

Call options by funds: $731K | Put options by funds: $32K

21% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 161

1% less capital invested

Capital invested by funds: $5.12B → $5.08B (-$35.2M)

0.96% less ownership

Funds ownership: 79.24%78.28% (-0.96%)

6% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 54

2% less funds holding

Funds holding: 507498 (-9)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
498
Holders Change
-9
Holders Change %
-1.78%
% of All Funds
7.17%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
51
Increased
195
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
101
Vivaldi Capital Management
Illinois
$1.99M +$18.4K +920 +0.9%
TYCC
102
Texas Yale Capital Corp
Florida
$1.98M
PIMG
103
Patriot Investment Management Group
Tennessee
$1.97M -$38K -1,895 -2%
JFGLC
104
Johnson Financial Group LLC (Colorado)
Colorado
$1.96M -$11.5K -575 -0.6%
GCP
105
GSA Capital Partners
United Kingdom
$1.96M +$1.93M +96,402 New
ACA
106
Atlas Capital Advisors
Wyoming
$1.92M +$752K +37,527 +66%
PWA
107
Peterson Wealth Advisors
Utah
$1.92M -$24.7K -1,232 -1%
DCM
108
Davis Capital Management
Florida
$1.92M +$31.7K +1,583 +2%
PS
109
Principal Securities
Iowa
$1.91M -$35.2K -1,757 -2%
BA
110
Ballast Advisors
Minnesota
$1.87M +$196K +9,800 +12%
Osaic Holdings
111
Osaic Holdings
Arizona
$1.86M -$7.76K -387 -0.4%
HWA
112
HHM Wealth Advisors
Tennessee
$1.85M -$29.5K -1,471 -2%
MAS
113
Madden Advisory Services
Florida
$1.83M +$23.4K +1,169 +1%
MWM
114
Modera Wealth Management
New Jersey
$1.82M +$1.48M +73,650 +459%
BDF
115
Black Diamond Financial
Maryland
$1.79M
Bank of America
116
Bank of America
North Carolina
$1.78M +$306K +15,287 +21%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$1.78M +$1.05M +52,235 +148%
CAM
118
Cresset Asset Management
Illinois
$1.77M +$1.12K +56 +0.1%
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$1.74M -$96.3K -4,801 -5%
ISWM
120
Independent Solutions Wealth Management
New York
$1.73M +$32.5K +1,622 +2%
MOS
121
MGO One Seven
Ohio
$1.7M +$1.68M +83,933 New
LWMNY
122
Landmark Wealth Management (New York)
New York
$1.66M +$25K +1,245 +2%
CL
123
Choreo LLC
Illinois
$1.59M +$121K +6,016 +8%
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
$1.56M +$116K +5,809 +8%
PWS
125
Peloton Wealth Strategists
Indiana
$1.56M -$65.8K -3,280 -4%