Schwab U.S Small- Cap ETF
SCHA
105 hedge funds and large institutions have $246M invested in Schwab U.S Small- Cap ETF in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 19 reducing their positions, and 7 closing their positions.
195% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 19
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
9% more funds holding
Funds holding: 96 → 105 (+9)
5% more capital invested
Capital invested by funds: $235M → $246M (+$11.8M)
15% less ownership
Funds ownership: 78.36% → 63.36% (-15%)
45% less call options, than puts
Call options by funds: $796K | Put options by funds: $1.45M
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$5.64M |
| 2 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$5.47M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.03M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.24M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$2.92M |
Top Sellers
SCHA Hedge Fund Activity: Q3 2013 in Review
105 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2013, worth a combined $246M — up 5% from $235M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SCHA positions and 7 closed out — a net gain of 9 holders — while 56 added to existing stakes and 19 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $5.64M. The largest seller was HBK Sorce Advisory, cutting an estimated $29.4M.
- 105 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2013, up from 96 in Q2 2013.
- Funds reported $246M of Schwab U.S Small- Cap ETF stock for Q3 2013, up 5% quarter-over-quarter.
- 16 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2013 and 7 closed out, a net change of +9 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q3 2013 was Goldman Sachs, an estimated $5.64M added.
- The largest Schwab U.S Small- Cap ETF seller in Q3 2013 was HBK Sorce Advisory, an estimated $29.4M sold.
Based on aggregated 13F filings for Q3 2013.