Schwab U.S Small- Cap ETF
SCHA
185 hedge funds and large institutions have $424M invested in Schwab U.S Small- Cap ETF in 2014 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 32 reducing their positions, and 11 closing their positions.
291% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 11
178% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 32
45% more funds holding in top 10
Funds holding in top 10: 11 → 16 (+5)
31% more capital invested
Capital invested by funds: $324M → $424M (+$100M)
18% more funds holding
Funds holding: 157 → 185 (+28)
9.88% more ownership
Funds ownership: 64.36% → 74.23% (+9.9%)
22% less call options, than puts
Call options by funds: $650K | Put options by funds: $832K
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$6.68M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.11M |
| 3 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$2.96M |
| 4 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
-$1.37M |
| 5 |
SG Americas Securities
New York
|
-$1.09M |
SCHA Hedge Fund Activity: Q4 2014 in Review
185 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q4 2014, worth a combined $424M — up 31% from $324M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SCHA positions and 11 closed out — a net gain of 32 holders — while 89 added to existing stakes and 32 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $8.91M. The largest seller was Jane Street, exiting entirely with an estimated $6.68M sold.
- 185 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q4 2014, up from 157 in Q3 2014.
- Funds reported $424M of Schwab U.S Small- Cap ETF stock for Q4 2014, up 31% quarter-over-quarter.
- 43 funds opened new Schwab U.S Small- Cap ETF positions in Q4 2014 and 11 closed out, a net change of +32 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q4 2014 was United Capital Financial Advisors, an estimated $8.91M added.
- The largest Schwab U.S Small- Cap ETF seller in Q4 2014 was Jane Street, an estimated $6.68M sold.
Based on aggregated 13F filings for Q4 2014.