Schwab U.S Small- Cap ETF
SCHA
312 hedge funds and large institutions have $1.88B invested in Schwab U.S Small- Cap ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 159 increasing their positions, 85 reducing their positions, and 14 closing their positions.
171% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 14
145% more call options, than puts
Call options by funds: $1.02M | Put options by funds: $416K
87% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 85
23% more capital invested
Capital invested by funds: $1.54B → $1.88B (+$348M)
7% more funds holding
Funds holding: 291 → 312 (+21)
7.08% more ownership
Funds ownership: 137.1% → 144.18% (+7.1%)
5% more funds holding in top 10
Funds holding in top 10: 40 → 42 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$111M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$98.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$22.6M |
| 4 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
+$10.2M |
| 5 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$7.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$19.9M |
| 2 |
BO
BRR OpCo
Columbus,
Ohio
|
-$11.2M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$4.1M |
| 4 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
-$3.52M |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$2.83M |
SCHA Hedge Fund Activity: Q1 2017 in Review
312 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q1 2017, worth a combined $1.88B — up 23% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SCHA positions and 14 closed out — a net gain of 24 holders — while 159 added to existing stakes and 85 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $111M. The largest seller was Evensky & Katz, cutting an estimated $19.9M.
- 312 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q1 2017, up from 291 in Q4 2016.
- Funds reported $1.88B of Schwab U.S Small- Cap ETF stock for Q1 2017, up 23% quarter-over-quarter.
- 38 funds opened new Schwab U.S Small- Cap ETF positions in Q1 2017 and 14 closed out, a net change of +24 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q1 2017 was Charles Schwab Investment Advisory, an estimated $111M added.
- The largest Schwab U.S Small- Cap ETF seller in Q1 2017 was Evensky & Katz, an estimated $19.9M sold.
Based on aggregated 13F filings for Q1 2017.