Schwab U.S Small- Cap ETF
SCHA
435 hedge funds and large institutions have $2.7B invested in Schwab U.S Small- Cap ETF in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 217 increasing their positions, 76 reducing their positions, and 16 closing their positions.
494% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 16
186% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 76
27% more funds holding in top 10
Funds holding in top 10: 41 → 52 (+11)
21% more funds holding
Funds holding: 360 → 435 (+75)
20% more capital invested
Capital invested by funds: $2.25B → $2.7B (+$458M)
16% more call options, than puts
Call options by funds: $502K | Put options by funds: $432K
10.01% more ownership
Funds ownership: 153.74% → 163.74% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$113M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$32.7M |
| 3 |
Jane Street
New York
|
+$24.2M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$13.2M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$14.9M |
| 2 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$5.7M |
| 3 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
-$4.14M |
| 4 |
SIA
Starfire Investment Advisers
Southfield,
Michigan
|
-$3.76M |
| 5 |
QI
QS Investors
New York
|
-$2.78M |
SCHA Hedge Fund Activity: Q4 2017 in Review
435 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q4 2017, worth a combined $2.7B — up 20% from $2.25B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new SCHA positions and 16 closed out — a net gain of 79 holders — while 217 added to existing stakes and 76 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $113M. The largest seller was SEI Investments, cutting an estimated $14.9M.
- 435 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q4 2017, up from 360 in Q3 2017.
- Funds reported $2.7B of Schwab U.S Small- Cap ETF stock for Q4 2017, up 20% quarter-over-quarter.
- 95 funds opened new Schwab U.S Small- Cap ETF positions in Q4 2017 and 16 closed out, a net change of +79 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $113M added.
- The largest Schwab U.S Small- Cap ETF seller in Q4 2017 was SEI Investments, an estimated $14.9M sold.
Based on aggregated 13F filings for Q4 2017.