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Schwab US REIT ETF
SCHH

126 hedge funds and large institutions have $445M invested in Schwab US REIT ETF in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

29% more funds holding

Funds holding: 98 → 126 (+28)

22% more capital invested

Capital invested by funds: $364M → $445M (+$80.4M)

1.73% less ownership

Funds ownership: 68.4% → 66.67% (-1.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $440K

Holders
126
Holders Change
+28
Holders Change %
+28.57%
% of All Funds
3.36%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
37
Increased
49
Reduced
22
Closed
8
Calls
–
Puts
$440K
Net Calls
-$440K
Net Calls Change
-$99K

Top Buyers

Rank Fund Capital Flow
1
ACM
Avalon Capital Management
California
+$12.9M
2
TCM
Tuttle Capital Management
Connecticut
+$3.41M
3
Creative Planning
Creative Planning
Kansas
+$3.18M
4
PTCG
Pring Turner Capital Group
California
+$2.94M
5
Ameriprise
Ameriprise
Minnesota
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$16M
2
PFG
Piershale Financial Group
Illinois
-$5.92M
3
Jane Street
Jane Street
New York
-$4.68M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.78M
5
3AM
3D Asset Management
Connecticut
-$3.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
101
Peachtree Investment Advisors
Georgia
$30K +$2.62K +140 +10%
WTB
102
Washington Trust Bank
Washington
$29K – – –
BBPWM
103
Blue Bell Private Wealth Management
Pennsylvania
$28K +$1.54K +82 +6%
WA
104
WFG Advisors
Texas
$26K – – –
PFG
105
Pacific Financial Group
Washington
$26K +$25.1K +1,340 New
BC
106
Bartlett & Co
Ohio
$23K – – –
HI
107
Hudock Inc
Pennsylvania
$18K – – –
MA
108
MUFG Americas
New York
$18K – – –
WT
109
Whittier Trust
California
$18K +$17.6K +938 New
NFG
110
Next Financial Group
Texas
$16K +$15.6K +834 New
MFS
111
MSI Financial Services
Massachusetts
$12K +$75 +4 +0.6%
HR
112
Howe & Rusling
New York
$8K – – –
PAI
113
Pittenger & Anderson Inc
Nebraska
$8K +$8.02K +428 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$6K – – –
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.73K +306 New
FHA
116
First Horizon Advisors
Tennessee
$5K +$5.62K +300 New
SSB
117
Sandy Spring Bank
Maryland
$3K – – –
TIM
118
Tortoise Investment Management
New York
$3K – – –
VIA
119
Vantage Investment Advisors
Pennsylvania
$3K – – –
WOC
120
West Oak Capital
California
$2.73K – – –
RCG
121
Ruggie Capital Group
Florida
$2K +$1.5K +80 New
TFA
122
Transamerica Financial Advisors
Florida
$1K – – –
BWA
123
Burt Wealth Advisors
Maryland
$1K +$37 +2 New
BRWA
124
B. Riley Wealth Advisors
Florida
$6 +$5.62K +300 New
PFG
125
Piershale Financial Group
Illinois
– -$5.92M -347,722 Closed
2 3 4
5
6

SCHH Hedge Fund Activity: Q4 2014 in Review

126 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q4 2014, worth a combined $445M — up 22% from $364M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SCHH positions and 8 closed out — a net gain of 29 holders — while 49 added to existing stakes and 22 trimmed.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $12.9M. The largest seller was RiverFront Investment Group, cutting an estimated $16M.

  • 126 institutional investors held Schwab US REIT ETF (SCHH) as of Q4 2014, up from 98 in Q3 2014.
  • Funds reported $445M of Schwab US REIT ETF stock for Q4 2014, up 22% quarter-over-quarter.
  • 37 funds opened new Schwab US REIT ETF positions in Q4 2014 and 8 closed out, a net change of +29 holders.
  • The largest Schwab US REIT ETF buyer in Q4 2014 was Avalon Capital Management, an estimated $12.9M added.
  • The largest Schwab US REIT ETF seller in Q4 2014 was RiverFront Investment Group, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2014.