Schwab US REIT ETF
SCHH
218 hedge funds and large institutions have $1.63B invested in Schwab US REIT ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 24 closing their positions.
104% more call options, than puts
Call options by funds: $2.84M | Put options by funds: $1.39M
72% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 57
54% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 24
5% more funds holding
Funds holding: 207 → 218 (+11)
2% more capital invested
Capital invested by funds: $1.6B → $1.63B (+$35.5M)
3.73% less ownership
Funds ownership: 113.54% → 109.8% (-3.7%)
24% less funds holding in top 10
Funds holding in top 10: 21 → 16 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$87.2M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$56.6M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$7.26M |
| 4 |
Jane Street
New York
|
+$4.67M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$61.4M |
| 2 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
-$27.3M |
| 3 |
APFBOT
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
-$20M |
| 4 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$5.68M |
| 5 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$3.67M |
SCHH Hedge Fund Activity: Q1 2017 in Review
218 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2017, worth a combined $1.63B — up 2.2% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SCHH positions and 24 closed out — a net gain of 13 holders — while 98 added to existing stakes and 57 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $87.2M. The largest seller was Jones Financial Companies, cutting an estimated $61.4M.
- 218 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2017, up from 207 in Q4 2016.
- Funds reported $1.63B of Schwab US REIT ETF stock for Q1 2017, up 2.2% quarter-over-quarter.
- 37 funds opened new Schwab US REIT ETF positions in Q1 2017 and 24 closed out, a net change of +13 holders.
- The largest Schwab US REIT ETF buyer in Q1 2017 was Charles Schwab Investment Advisory, an estimated $87.2M added.
- The largest Schwab US REIT ETF seller in Q1 2017 was Jones Financial Companies, an estimated $61.4M sold.
Based on aggregated 13F filings for Q1 2017.