Schwab U.S Small- Cap ETF
SCHA
157 hedge funds and large institutions have $324M invested in Schwab U.S Small- Cap ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 12 closing their positions.
63% more call options, than puts
Call options by funds: $529K | Put options by funds: $324K
32% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 53
0% more funds holding
Funds holding: 157 → 157 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
0.6% less ownership
Funds ownership: 64.96% → 64.36% (-0.6%)
3% less capital invested
Capital invested by funds: $333M → $324M (-$8.91M)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
Top Sellers
SCHA Hedge Fund Activity: Q3 2014 in Review
157 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2014, worth a combined $324M — down 2.7% from $333M a quarter earlier.
Fund positioning in SCHA was balanced in Q3 2014: 12 funds opened new positions, 12 closed out, 70 added to existing stakes and 53 trimmed.
The largest buyer was Jane Street, adding an estimated $6.3M. The largest seller was Kays Financial Advisory, exiting entirely with an estimated $16.7M sold.
- 157 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $324M of Schwab U.S Small- Cap ETF stock for Q3 2014, down 2.7% quarter-over-quarter.
- 12 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2014 and 12 closed out, a net change of 0 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q3 2014 was Jane Street, an estimated $6.3M added.
- The largest Schwab U.S Small- Cap ETF seller in Q3 2014 was Kays Financial Advisory, an estimated $16.7M sold.
Based on aggregated 13F filings for Q3 2014.