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Schwab US REIT ETF

132 hedge funds and large institutions have $375M invested in Schwab US REIT ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

6% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 48

10.57% less ownership

Funds ownership: 66.67%56.1% (-11%)

16% less capital invested

Capital invested by funds: $445M → $375M (-$69.8M)

Holders
132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$629K
Puts
$458K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$81.1M
2
$52.6M
3
$16.5M
4
$15.1M
5
$14M
6
$12.6M
7
$12.2M
8
$11.9M
9
$8.68M
10
$7.4M
11
$7.36M
12
$6.57M
13
$5.22M
14
$5.08M
15
$4.76M
16
$4.62M
17
$4.6M
18
$4.12M
19
$3.61M
20
$3.6M
21
$3.55M
22
$3.52M
23
$3.37M
24
$3.34M
25
$2.99M