Schwab US REIT ETF
SCHH
382 hedge funds and large institutions have $4.4B invested in Schwab US REIT ETF in 2019 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 149 increasing their positions, 121 reducing their positions, and 32 closing their positions.
79% more call options, than puts
Call options by funds: $2.91M | Put options by funds: $1.63M
53% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 32
23% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 121
21% more capital invested
Capital invested by funds: $3.63B → $4.4B (+$773M)
21% more funds holding in top 10
Funds holding in top 10: 24 → 29 (+5)
12.87% more ownership
Funds ownership: 133.23% → 146.1% (+13%)
4% more funds holding
Funds holding: 366 → 382 (+16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$379M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$56.9M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$51.5M |
| 4 |
MTC
Matrix Trust Company
Denver,
Colorado
|
+$41.5M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$31.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$36.8M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$27.1M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$23.4M |
| 4 |
ACM
Alpha Capital Management
Austin,
Texas
|
-$5.81M |
| 5 |
Jane Street
New York
|
-$5.66M |
SCHH Hedge Fund Activity: Q3 2019 in Review
382 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2019, worth a combined $4.4B — up 21% from $3.63B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SCHH positions and 32 closed out — a net gain of 17 holders — while 149 added to existing stakes and 121 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $379M. The largest seller was JP Morgan Chase, cutting an estimated $36.8M.
- 382 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2019, up from 366 in Q2 2019.
- Funds reported $4.4B of Schwab US REIT ETF stock for Q3 2019, up 21% quarter-over-quarter.
- 49 funds opened new Schwab US REIT ETF positions in Q3 2019 and 32 closed out, a net change of +17 holders.
- The largest Schwab US REIT ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $379M added.
- The largest Schwab US REIT ETF seller in Q3 2019 was JP Morgan Chase, an estimated $36.8M sold.
Based on aggregated 13F filings for Q3 2019.