Schwab US Broad Market ETF
SCHB
475 hedge funds and large institutions have $4.68B invested in Schwab US Broad Market ETF in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 231 increasing their positions, 125 reducing their positions, and 24 closing their positions.
219% more call options, than puts
Call options by funds: $1.32M | Put options by funds: $415K
85% more repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 125
75% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 24
9% more capital invested
Capital invested by funds: $4.29B → $4.68B (+$398M)
3% more funds holding
Funds holding: 461 → 475 (+14)
0% more funds holding in top 10
Funds holding in top 10: 66 → 66 (0)
2.54% less ownership
Funds ownership: 209.64% → 207.1% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.4M |
| 2 |
A
AdvicePeriod
Los Angeles,
California
|
+$12.4M |
| 3 |
DW
Domani Wealth
Lancaster,
Pennsylvania
|
+$12M |
| 4 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$9.88M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$9.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$23.2M |
| 2 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
-$18.6M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
-$16.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$13M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$8.83M |
SCHB Hedge Fund Activity: Q3 2018 in Review
475 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q3 2018, worth a combined $4.68B — up 9.3% from $4.29B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SCHB positions and 24 closed out — a net gain of 18 holders — while 231 added to existing stakes and 125 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $27.4M. The largest seller was Milliman Financial Risk Management, cutting an estimated $23.2M.
- 475 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q3 2018, up from 461 in Q2 2018.
- Funds reported $4.68B of Schwab US Broad Market ETF stock for Q3 2018, up 9.3% quarter-over-quarter.
- 42 funds opened new Schwab US Broad Market ETF positions in Q3 2018 and 24 closed out, a net change of +18 holders.
- The largest Schwab US Broad Market ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $27.4M added.
- The largest Schwab US Broad Market ETF seller in Q3 2018 was Milliman Financial Risk Management, an estimated $23.2M sold.
Based on aggregated 13F filings for Q3 2018.