Schwab U.S Small- Cap ETF
SCHA
333 hedge funds and large institutions have $1.92B invested in Schwab U.S Small- Cap ETF in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 169 increasing their positions, 84 reducing their positions, and 19 closing their positions.
258% more call options, than puts
Call options by funds: $895K | Put options by funds: $250K
142% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 19
101% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 84
7% more funds holding
Funds holding: 312 → 333 (+21)
2% more capital invested
Capital invested by funds: $1.88B → $1.92B (+$39.9M)
0.21% more ownership
Funds ownership: 144.18% → 144.39% (+0.21%)
17% less funds holding in top 10
Funds holding in top 10: 42 → 35 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$119M |
| 2 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$62.2M |
| 3 |
ACM
Alpha Capital Management
Austin,
Texas
|
+$24.6M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$17.3M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$121M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$61.6M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
-$31.5M |
| 4 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$16.5M |
| 5 |
Jane Street
New York
|
-$10.4M |
SCHA Hedge Fund Activity: Q2 2017 in Review
333 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q2 2017, worth a combined $1.92B — up 2.1% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SCHA positions and 19 closed out — a net gain of 27 holders — while 169 added to existing stakes and 84 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $119M. The largest seller was Bank of America, cutting an estimated $121M.
- 333 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q2 2017, up from 312 in Q1 2017.
- Funds reported $1.92B of Schwab U.S Small- Cap ETF stock for Q2 2017, up 2.1% quarter-over-quarter.
- 46 funds opened new Schwab U.S Small- Cap ETF positions in Q2 2017 and 19 closed out, a net change of +27 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q2 2017 was Charles Schwab Investment Advisory, an estimated $119M added.
- The largest Schwab U.S Small- Cap ETF seller in Q2 2017 was Bank of America, an estimated $121M sold.
Based on aggregated 13F filings for Q2 2017.