Schwab US Broad Market ETF
SCHB
198 hedge funds and large institutions have $1.1B invested in Schwab US Broad Market ETF in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 13 closing their positions.
293% more call options, than puts
Call options by funds: $2.12M | Put options by funds: $540K
123% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 13
94% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 50
10% more capital invested
Capital invested by funds: $1B → $1.1B (+$97.6M)
9% more funds holding
Funds holding: 182 → 198 (+16)
8% more funds holding in top 10
Funds holding in top 10: 26 → 28 (+2)
2.43% more ownership
Funds ownership: 130.69% → 133.13% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
+$27.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$27.5M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
+$16.3M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$6.88M |
| 5 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
+$6.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
-$21.2M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$15.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.6M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$12.2M |
| 5 |
Jane Street
New York
|
-$5.02M |
SCHB Hedge Fund Activity: Q1 2015 in Review
198 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2015, worth a combined $1.1B — up 9.7% from $1B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SCHB positions and 13 closed out — a net gain of 16 holders — while 97 added to existing stakes and 50 trimmed.
The largest buyer was Ogorek Anthony Joseph, adding an estimated $27.8M. The largest seller was Fort Pitt Capital Group, cutting an estimated $21.2M.
- 198 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2015, up from 182 in Q4 2014.
- Funds reported $1.1B of Schwab US Broad Market ETF stock for Q1 2015, up 9.7% quarter-over-quarter.
- 29 funds opened new Schwab US Broad Market ETF positions in Q1 2015 and 13 closed out, a net change of +16 holders.
- The largest Schwab US Broad Market ETF buyer in Q1 2015 was Ogorek Anthony Joseph, an estimated $27.8M added.
- The largest Schwab US Broad Market ETF seller in Q1 2015 was Fort Pitt Capital Group, an estimated $21.2M sold.
Based on aggregated 13F filings for Q1 2015.