Schwab US REIT ETF
SCHH
63 hedge funds and large institutions have $124M invested in Schwab US REIT ETF in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
109% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 11
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
26% more funds holding
Funds holding: 50 → 63 (+13)
6% more capital invested
Capital invested by funds: $117M → $124M (+$7.07M)
1.7% more ownership
Funds ownership: 42.34% → 44.04% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Whitnell & Co
Oak Brook,
Illinois
|
+$7.81M |
| 2 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$3.96M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$3.07M |
| 4 |
Citigroup
New York
|
+$1.56M |
| 5 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
+$978K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$5.85M |
| 2 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$2.67M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.48M |
| 4 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$1.19M |
| 5 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$797K |
SCHH Hedge Fund Activity: Q4 2013 in Review
63 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q4 2013, worth a combined $124M — up 6.1% from $117M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SCHH positions and 7 closed out — a net gain of 13 holders — while 23 added to existing stakes and 11 trimmed.
The largest buyer was Whitnell & Co, opening a new position worth an estimated $7.81M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $5.85M.
- 63 institutional investors held Schwab US REIT ETF (SCHH) as of Q4 2013, up from 50 in Q3 2013.
- Funds reported $124M of Schwab US REIT ETF stock for Q4 2013, up 6.1% quarter-over-quarter.
- 20 funds opened new Schwab US REIT ETF positions in Q4 2013 and 7 closed out, a net change of +13 holders.
- The largest Schwab US REIT ETF buyer in Q4 2013 was Whitnell & Co, an estimated $7.81M added.
- The largest Schwab US REIT ETF seller in Q4 2013 was Charles Schwab Investment Advisory, an estimated $5.85M sold.
Based on aggregated 13F filings for Q4 2013.