Schwab US Broad Market ETF
SCHB
558 hedge funds and large institutions have $5.64B invested in Schwab US Broad Market ETF in 2019 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 269 increasing their positions, 166 reducing their positions, and 32 closing their positions.
132% more call options, than puts
Call options by funds: $1.42M | Put options by funds: $612K
100% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 32
62% more repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 166
23% more capital invested
Capital invested by funds: $4.58B → $5.64B (+$1.06B)
8% more funds holding in top 10
Funds holding in top 10: 88 → 95 (+7)
4% more funds holding
Funds holding: 537 → 558 (+21)
1.96% less ownership
Funds ownership: 241.05% → 239.09% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$229M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$207M |
| 3 |
Goldman Sachs
New York
|
+$21M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$20.1M |
| 5 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$232M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$48.7M |
| 3 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
-$46.6M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
-$27.1M |
| 5 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$25.9M |
SCHB Hedge Fund Activity: Q1 2019 in Review
558 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2019, worth a combined $5.64B — up 23% from $4.58B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new SCHB positions and 32 closed out — a net gain of 32 holders — while 269 added to existing stakes and 166 trimmed.
The largest buyer was Milliman Financial Risk Management, adding an estimated $229M. The largest seller was Ackerman Capital Advisors, cutting an estimated $232M.
- 558 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2019, up from 537 in Q4 2018.
- Funds reported $5.64B of Schwab US Broad Market ETF stock for Q1 2019, up 23% quarter-over-quarter.
- 64 funds opened new Schwab US Broad Market ETF positions in Q1 2019 and 32 closed out, a net change of +32 holders.
- The largest Schwab US Broad Market ETF buyer in Q1 2019 was Milliman Financial Risk Management, an estimated $229M added.
- The largest Schwab US Broad Market ETF seller in Q1 2019 was Ackerman Capital Advisors, an estimated $232M sold.
Based on aggregated 13F filings for Q1 2019.