Schwab U.S Small- Cap ETF
SCHA
596 hedge funds and large institutions have $3.85B invested in Schwab U.S Small- Cap ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 299 increasing their positions, 177 reducing their positions, and 30 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 177
63% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 30
7% more capital invested
Capital invested by funds: $3.61B → $3.85B (+$241M)
3.64% more ownership
Funds ownership: 181.53% → 185.17% (+3.6%)
2% more funds holding
Funds holding: 585 → 596 (+11)
2% less funds holding in top 10
Funds holding in top 10: 58 → 57 (-1)
79% less call options, than puts
Call options by funds: $472K | Put options by funds: $2.24M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$98.8M |
| 2 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
+$41.1M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$16.6M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$14.1M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$9.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$15.7M |
| 2 |
AG
Appleton Group
Appleton,
Wisconsin
|
-$8.74M |
| 3 |
Jane Street
New York
|
-$7.94M |
| 4 |
PCM
Peak Capital Management
Greenwood Village,
Colorado
|
-$5.34M |
| 5 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
-$3.17M |
SCHA Hedge Fund Activity: Q2 2019 in Review
596 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q2 2019, worth a combined $3.85B — up 6.7% from $3.61B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SCHA positions and 30 closed out — a net gain of 19 holders — while 299 added to existing stakes and 177 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $98.8M. The largest seller was Bank of America, cutting an estimated $15.7M.
- 596 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q2 2019, up from 585 in Q1 2019.
- Funds reported $3.85B of Schwab U.S Small- Cap ETF stock for Q2 2019, up 6.7% quarter-over-quarter.
- 49 funds opened new Schwab U.S Small- Cap ETF positions in Q2 2019 and 30 closed out, a net change of +19 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q2 2019 was Charles Schwab Investment Advisory, an estimated $98.8M added.
- The largest Schwab U.S Small- Cap ETF seller in Q2 2019 was Bank of America, an estimated $15.7M sold.
Based on aggregated 13F filings for Q2 2019.