Schwab US Broad Market ETF
SCHB
337 hedge funds and large institutions have $2.93B invested in Schwab US Broad Market ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 180 increasing their positions, 91 reducing their positions, and 17 closing their positions.
98% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 91
76% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 17
40% more call options, than puts
Call options by funds: $1.8M | Put options by funds: $1.29M
9% more capital invested
Capital invested by funds: $2.69B → $2.93B (+$242M)
6% more funds holding in top 10
Funds holding in top 10: 48 → 51 (+3)
3% more funds holding
Funds holding: 328 → 337 (+9)
2.62% more ownership
Funds ownership: 190.11% → 192.73% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$71.4M |
| 2 |
W
Wealthfront
Palo Alto,
California
|
+$48.7M |
| 3 |
AP
Agilis Partners
Waltham,
Massachusetts
|
+$24.5M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$13.9M |
| 5 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$55.8M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$14M |
| 3 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
-$12.8M |
| 4 |
SG Americas Securities
New York
|
-$8.63M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.49M |
SCHB Hedge Fund Activity: Q2 2017 in Review
337 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2017, worth a combined $2.93B — up 9% from $2.69B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SCHB positions and 17 closed out — a net gain of 13 holders — while 180 added to existing stakes and 91 trimmed.
The largest buyer was UBS Group, adding an estimated $71.4M. The largest seller was MML Investors Services, cutting an estimated $55.8M.
- 337 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2017, up from 328 in Q1 2017.
- Funds reported $2.93B of Schwab US Broad Market ETF stock for Q2 2017, up 9% quarter-over-quarter.
- 30 funds opened new Schwab US Broad Market ETF positions in Q2 2017 and 17 closed out, a net change of +13 holders.
- The largest Schwab US Broad Market ETF buyer in Q2 2017 was UBS Group, an estimated $71.4M added.
- The largest Schwab US Broad Market ETF seller in Q2 2017 was MML Investors Services, an estimated $55.8M sold.
Based on aggregated 13F filings for Q2 2017.