Schwab U.S Small- Cap ETF
SCHA
560 hedge funds and large institutions have $2.94B invested in Schwab U.S Small- Cap ETF in 2018 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 224 increasing their positions, 169 reducing their positions, and 58 closing their positions.
97% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 58
50% more call options, than puts
Call options by funds: $473K | Put options by funds: $316K
33% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 169
10% more funds holding
Funds holding: 510 → 560 (+50)
6.7% more ownership
Funds ownership: 170.65% → 177.35% (+6.7%)
3% less funds holding in top 10
Funds holding in top 10: 58 → 56 (-2)
21% less capital invested
Capital invested by funds: $3.72B → $2.94B (-$779M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$40.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$32.7M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$26M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$23.2M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$117M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$46.2M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$32.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.4M |
| 5 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$20.5M |
SCHA Hedge Fund Activity: Q4 2018 in Review
560 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q4 2018, worth a combined $2.94B — down 21% from $3.72B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new SCHA positions and 58 closed out — a net gain of 56 holders — while 224 added to existing stakes and 169 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $40.4M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $117M.
- 560 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q4 2018, up from 510 in Q3 2018.
- Funds reported $2.94B of Schwab U.S Small- Cap ETF stock for Q4 2018, down 21% quarter-over-quarter.
- 114 funds opened new Schwab U.S Small- Cap ETF positions in Q4 2018 and 58 closed out, a net change of +56 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $40.4M added.
- The largest Schwab U.S Small- Cap ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $117M sold.
Based on aggregated 13F filings for Q4 2018.