Schwab US Broad Market ETF
SCHB
123 hedge funds and large institutions have $525M invested in Schwab US Broad Market ETF in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 17 reducing their positions, and 5 closing their positions.
580% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 5
241% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 17
36% more funds holding in top 10
Funds holding in top 10: 11 → 15 (+4)
31% more funds holding
Funds holding: 94 → 123 (+29)
30% more capital invested
Capital invested by funds: $403M → $525M (+$122M)
4.36% more ownership
Funds ownership: 105.35% → 109.71% (+4.4%)
10% more call options, than puts
Call options by funds: $356K | Put options by funds: $324K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$15.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.4M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$12.8M |
| 4 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$11.1M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$3.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KT
Kanaly Trust
Houston,
Texas
|
-$3.77M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.76M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.34M |
| 4 |
VWM
Vector Wealth Management
Minneapolis,
Minnesota
|
-$567K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$385K |
SCHB Hedge Fund Activity: Q4 2013 in Review
123 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2013, worth a combined $525M — up 30% from $403M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SCHB positions and 5 closed out — a net gain of 29 holders — while 58 added to existing stakes and 17 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $15.6M. The largest seller was Kanaly Trust, cutting an estimated $3.77M.
- 123 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2013, up from 94 in Q3 2013.
- Funds reported $525M of Schwab US Broad Market ETF stock for Q4 2013, up 30% quarter-over-quarter.
- 34 funds opened new Schwab US Broad Market ETF positions in Q4 2013 and 5 closed out, a net change of +29 holders.
- The largest Schwab US Broad Market ETF buyer in Q4 2013 was United Capital Financial Advisors, an estimated $15.6M added.
- The largest Schwab US Broad Market ETF seller in Q4 2013 was Kanaly Trust, an estimated $3.77M sold.
Based on aggregated 13F filings for Q4 2013.