Schwab US REIT ETF
SCHH
91 hedge funds and large institutions have $427M invested in Schwab US REIT ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 9 closing their positions.
142% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 19
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
18% more capital invested
Capital invested by funds: $363M → $427M (+$64.1M)
8% more funds holding
Funds holding: 84 → 91 (+7)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.87% less ownership
Funds ownership: 76.05% → 75.18% (-0.87%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $315K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$8.89M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$3.5M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$3.3M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$2.98M |
| 5 |
Morgan Stanley
New York
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.35M |
| 2 |
DS
DRW Securities
Chicago,
Illinois
|
-$708K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$576K |
| 4 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$443K |
| 5 |
AA
Alesco Advisors
Pittsford,
New York
|
-$329K |
SCHH Hedge Fund Activity: Q2 2014 in Review
91 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2014, worth a combined $427M — up 18% from $363M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SCHH positions and 9 closed out — a net gain of 8 holders — while 46 added to existing stakes and 19 trimmed.
The largest buyer was Tradewinds Capital Management, adding an estimated $8.89M. The largest seller was Susquehanna International Group, cutting an estimated $1.35M.
- 91 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2014, up from 84 in Q1 2014.
- Funds reported $427M of Schwab US REIT ETF stock for Q2 2014, up 18% quarter-over-quarter.
- 17 funds opened new Schwab US REIT ETF positions in Q2 2014 and 9 closed out, a net change of +8 holders.
- The largest Schwab US REIT ETF buyer in Q2 2014 was Tradewinds Capital Management, an estimated $8.89M added.
- The largest Schwab US REIT ETF seller in Q2 2014 was Susquehanna International Group, an estimated $1.35M sold.
Based on aggregated 13F filings for Q2 2014.