Schwab U.S Small- Cap ETF
SCHA
749 hedge funds and large institutions have $7.93B invested in Schwab U.S Small- Cap ETF in 2020 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 257 increasing their positions, 257 reducing their positions, and 21 closing their positions.
586% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 21
44% more funds holding in top 10
Funds holding in top 10: 52 → 75 (+23)
43% more call options, than puts
Call options by funds: $966K | Put options by funds: $675K
36% more capital invested
Capital invested by funds: $5.81B → $7.93B (+$2.12B)
17% more funds holding
Funds holding: 638 → 749 (+111)
5.33% more ownership
Funds ownership: 240.87% → 246.2% (+5.3%)
0% more repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 257
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$67.3M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$34.5M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$25.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$30.5M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$13.2M |
| 3 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
-$11.3M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$9.52M |
| 5 |
KBFS
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
-$8.52M |
SCHA Hedge Fund Activity: Q4 2020 in Review
749 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q4 2020, worth a combined $7.93B — up 36% from $5.81B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new SCHA positions and 21 closed out — a net gain of 123 holders — while 257 added to existing stakes and 257 trimmed.
The largest buyer was Tidal Investments, opening a new position worth an estimated $67.3M. The largest seller was SEI Investments, cutting an estimated $30.5M.
- 749 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q4 2020, up from 638 in Q3 2020.
- Funds reported $7.93B of Schwab U.S Small- Cap ETF stock for Q4 2020, up 36% quarter-over-quarter.
- 144 funds opened new Schwab U.S Small- Cap ETF positions in Q4 2020 and 21 closed out, a net change of +123 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q4 2020 was Tidal Investments, an estimated $67.3M added.
- The largest Schwab U.S Small- Cap ETF seller in Q4 2020 was SEI Investments, an estimated $30.5M sold.
Based on aggregated 13F filings for Q4 2020.