Schwab US REIT ETF
SCHH
50 hedge funds and large institutions have $117M invested in Schwab US REIT ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 10 closing their positions.
109% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 11
0.81% more ownership
Funds ownership: 41.53% → 42.34% (+0.81%)
0% more capital invested
Capital invested by funds: $116M → $117M (+$295K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 53 → 50 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMG
51
ProVise Management Group
Clearwater,
Florida
| – | -$2.33M | -145,182 | Closed |
|
|
GA
52
Gateway Advisory
Westfield,
New Jersey
| – | -$1.73M | -107,516 | Closed |
|
|
AA
53
Apriem Advisors
Irvine,
California
| – | -$1.08M | -68,352 | -100% |
|
|
BCI
54
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$433K | -26,996 | Closed |
|
55
LPL Financial
San Diego,
California
| – | -$351K | -21,886 | Closed |
|
|
ST
56
Spot Trading
Chicago,
Illinois
| – | -$215K | -13,410 | Closed |
|
|
RIA
57
Regal Investment Advisors
Kentwood,
Michigan
| – | -$27K | -1,700 | Closed |
|
|
OWP
58
Obermeyer Wealth Partners
Aspen,
Colorado
| – | -$10K | -632 | Closed |
|
|
PP
59
Palladium Partners
Norfolk,
Virginia
| – | -$1K | -32 | Closed |
|
SCHH Hedge Fund Activity: Q3 2013 in Review
50 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2013, worth a combined $117M — up 0.25% from $116M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SCHH and 7 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 23 added.
The largest buyer was Charles Schwab, adding an estimated $3.46M. The largest seller was Susquehanna International Group, cutting an estimated $5.3M.
- 50 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2013, down from 53 in Q2 2013.
- Funds reported $117M of Schwab US REIT ETF stock for Q3 2013, up 0.25% quarter-over-quarter.
- 7 funds opened new Schwab US REIT ETF positions in Q3 2013 and 10 closed out, a net change of -3 holders.
- The largest Schwab US REIT ETF buyer in Q3 2013 was Charles Schwab, an estimated $3.46M added.
- The largest Schwab US REIT ETF seller in Q3 2013 was Susquehanna International Group, an estimated $5.3M sold.
Based on aggregated 13F filings for Q3 2013.