Schwab U.S Small- Cap ETF
SCHA
361 hedge funds and large institutions have $2.25B invested in Schwab U.S Small- Cap ETF in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 11 closing their positions.
264% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 11
237% more capital inflows, than outflows
Capital inflows: $313M | Capital outflows: $93M
88% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 98
34% more call options, than puts
Call options by funds: $870K | Put options by funds: $647K
17% more funds holding in top 10
Funds holding in top 10: 35 → 41 (+6)
8% more funds holding
Funds holding: 333 → 361 (+28)
2.34% more ownership
Funds ownership: 36.1% → 38.43% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$107M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$59.2M |
| 3 |
TD Ameritrade Trust
Denver,
Colorado
|
+$17.3M |
| 4 |
QCI Asset Management
Pittsford,
New York
|
+$17M |
| 5 |
Personal Capital Advisors
Redwood City,
California
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Management Professionals
Austin,
Texas
|
-$27.3M |
| 2 |
Piershale Financial Group
Barrington,
Illinois
|
-$22.3M |
| 3 |
Jane Street
New York
|
-$7.21M |
| 4 |
Apriem Advisors
Irvine,
California
|
-$6.92M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$4.87M |
SCHA Hedge Fund Activity: Q3 2017 in Review
361 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2017, worth a combined $2.25B — up 17% from $1.92B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SCHA positions and 11 closed out — a net gain of 29 holders — while 184 added to existing stakes and 98 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $107M. The largest seller was Financial Management Professionals, cutting an estimated $27.3M.
- 361 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2017, up from 333 in Q2 2017.
- Funds reported $2.25B of Schwab U.S Small- Cap ETF stock for Q3 2017, up 17% quarter-over-quarter.
- 40 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2017 and 11 closed out, a net change of +29 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $107M added.
- The largest Schwab U.S Small- Cap ETF seller in Q3 2017 was Financial Management Professionals, an estimated $27.3M sold.
Based on aggregated 13F filings for Q3 2017.