Schwab US REIT ETF
SCHH
132 hedge funds and large institutions have $375M invested in Schwab US REIT ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 15 closing their positions.
47% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 15
37% more call options, than puts
Call options by funds: $629K | Put options by funds: $458K
5% more funds holding
Funds holding: 126 → 132 (+6)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
6% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 48
10.57% less ownership
Funds ownership: 66.67% → 56.1% (-11%)
16% less capital invested
Capital invested by funds: $445M → $375M (-$69.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$49.4M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$12M |
| 3 |
F
FutureAdvisor
San Francisco,
California
|
+$4.13M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.91M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$81.4M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$12.2M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$10M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.7M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$4.43M |
SCHH Hedge Fund Activity: Q1 2015 in Review
132 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2015, worth a combined $375M — down 16% from $445M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SCHH positions and 15 closed out — a net gain of 7 holders — while 45 added to existing stakes and 48 trimmed.
The largest buyer was Creative Planning, adding an estimated $49.4M. The largest seller was RiverFront Investment Group, cutting an estimated $81.4M.
- 132 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2015, up from 126 in Q4 2014.
- Funds reported $375M of Schwab US REIT ETF stock for Q1 2015, down 16% quarter-over-quarter.
- 22 funds opened new Schwab US REIT ETF positions in Q1 2015 and 15 closed out, a net change of +7 holders.
- The largest Schwab US REIT ETF buyer in Q1 2015 was Creative Planning, an estimated $49.4M added.
- The largest Schwab US REIT ETF seller in Q1 2015 was RiverFront Investment Group, an estimated $81.4M sold.
Based on aggregated 13F filings for Q1 2015.