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Schwab US REIT ETF
SCHH

84 hedge funds and large institutions have $363M invested in Schwab US REIT ETF in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

260% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 10

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

193% more capital invested

Capital invested by funds: $124M → $363M (+$239M)

33% more funds holding

Funds holding: 63 → 84 (+21)

32.01% more ownership

Funds ownership: 44.04% → 76.05% (+32%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $341K

Holders
84
Holders Change
+21
Holders Change %
+33.33%
% of All Funds
2.43%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.17%
New
29
Increased
36
Reduced
10
Closed
7
Calls
–
Puts
$341K
Net Calls
-$341K
Net Calls Change
-$873K

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$125M
2
CSIA
Charles Schwab Investment Advisory
California
+$14.4M
3
RJA
Raymond James & Associates
Florida
+$5.9M
4
PFG
Piershale Financial Group
Illinois
+$5.17M
5
BTS
BB&T Securities
Virginia
+$4.01M

Top Sellers

Rank Fund Capital Flow
1
CCM
CWH Capital Management
Washington
-$334K
2
BCMO
Buckingham Capital Management (Ohio)
Ohio
-$313K
3
ACM
Avalon Capital Management
California
-$241K
4
Jane Street
Jane Street
New York
-$233K
5
AI
Atria Investments
North Carolina
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
51
Bank of America
North Carolina
$313K +$7.76K +484 +3%
GAM
52
Gemmer Asset Management
California
$310K +$301K +18,754 New
APCM
53
Alaska Permanent Capital Management
Alaska
$282K +$8.75K +546 +3%
AIG
54
American International Group
New York
$272K +$253K +15,792 +2,393%
Ameriprise
55
Ameriprise
Minnesota
$272K +$61.8K +3,856 +31%
PAG
56
Private Advisor Group
New Jersey
$234K +$226K +14,112 New
FNBT
57
FineMark National Bank & Trust
Florida
$219K +$32.1K +2,006 +18%
BFPW
58
BOK Financial Private Wealth
Colorado
$212K +$206K +12,824 New
PHAM
59
Palisades Hudson Asset Management
Florida
$211K +$204K +12,752 New
FF
60
Friedenthal Financial
New Jersey
$206K +$199K +12,426 New
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$188K +$21.4K +1,338 +13%
CDIA
62
Capital Directions Investment Advisors
Georgia
$59K -$1.99K -124 -3%
WCM
63
Wealthcare Capital Management
Virginia
$48K +$46.8K +2,918 New
BJ
64
Brouwer & Janachowski
California
$37K +$35.6K +2,220 New
MCM
65
Manchester Capital Management
Vermont
$33K – – –
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$24K +$2.44K +152 +12%
WA
67
WFG Advisors
Texas
$22K – – –
BC
68
Bartlett & Co
Ohio
$20K – – –
PG
69
PEAK6 Group
Illinois
$17K +$16K +1,000 New
TIM
70
Tortoise Investment Management
New York
$16K +$15K +936 New
WAM
71
Wallington Asset Management
Indiana
$13K +$12.2K +760 New
SF
72
Synovus Financial
Georgia
$13K +$13.1K +816 New
EWM
73
Edge Wealth Management
New York
$12K -$8.01K -500 -42%
PO
74
Private Ocean
California
$11K +$10.4K +646 +5,383%
MFS
75
MSI Financial Services
Massachusetts
$10K +$64 +4 +0.7%
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SCHH Hedge Fund Activity: Q1 2014 in Review

84 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2014, worth a combined $363M — up 193% from $124M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SCHH positions and 7 closed out — a net gain of 22 holders — while 36 added to existing stakes and 10 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $125M. The largest seller was CWH Capital Management, exiting entirely with an estimated $334K sold.

  • 84 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2014, up from 63 in Q4 2013.
  • Funds reported $363M of Schwab US REIT ETF stock for Q1 2014, up 193% quarter-over-quarter.
  • 29 funds opened new Schwab US REIT ETF positions in Q1 2014 and 7 closed out, a net change of +22 holders.
  • The largest Schwab US REIT ETF buyer in Q1 2014 was RiverFront Investment Group, an estimated $125M added.
  • The largest Schwab US REIT ETF seller in Q1 2014 was CWH Capital Management, an estimated $334K sold.

Based on aggregated 13F filings for Q1 2014.