Schwab US REIT ETF
SCHH
124 hedge funds and large institutions have $633M invested in Schwab US REIT ETF in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 22 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 33
69% more capital invested
Capital invested by funds: $375M → $633M (+$258M)
30.8% more ownership
Funds ownership: 56.1% → 86.9% (+31%)
6% less funds holding
Funds holding: 132 → 124 (-8)
16% less call options, than puts
Call options by funds: $607K | Put options by funds: $726K
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
36% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$251M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$89.1M |
| 3 |
VF
Virtu Financial
New York
|
+$8.85M |
| 4 |
F
FutureAdvisor
San Francisco,
California
|
+$6.86M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$12.2M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$11.9M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$4.6M |
| 4 |
AA
Apriem Advisors
Irvine,
California
|
-$4.38M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$4.12M |
SCHH Hedge Fund Activity: Q2 2015 in Review
124 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2015, worth a combined $633M — up 69% from $375M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of SCHH and 14 opened new positions — a net loss of 8 holders — while 33 trimmed existing stakes and 63 added.
The largest buyer was Creative Planning, adding an estimated $251M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $12.2M sold.
- 124 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2015, down from 132 in Q1 2015.
- Funds reported $633M of Schwab US REIT ETF stock for Q2 2015, up 69% quarter-over-quarter.
- 14 funds opened new Schwab US REIT ETF positions in Q2 2015 and 22 closed out, a net change of -8 holders.
- The largest Schwab US REIT ETF buyer in Q2 2015 was Creative Planning, an estimated $251M added.
- The largest Schwab US REIT ETF seller in Q2 2015 was RiverFront Investment Group, an estimated $12.2M sold.
Based on aggregated 13F filings for Q2 2015.