Schwab US REIT ETF
SCHH
207 hedge funds and large institutions have $1.6B invested in Schwab US REIT ETF in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 54 reducing their positions, and 24 closing their positions.
88% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 24
46% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 54
40% more funds holding in top 10
Funds holding in top 10: 15 → 21 (+6)
10% more funds holding
Funds holding: 188 → 207 (+19)
8.71% more ownership
Funds ownership: 104.83% → 113.54% (+8.7%)
7% more capital invested
Capital invested by funds: $1.49B → $1.6B (+$108M)
27% less call options, than puts
Call options by funds: $2.6M | Put options by funds: $3.55M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$49.5M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$46.6M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$27.8M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$26M |
| 5 |
AG
Appleton Group
Appleton,
Wisconsin
|
+$5.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$33.7M |
| 2 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$12.1M |
| 3 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$10.8M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$8.68M |
| 5 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$8.11M |
SCHH Hedge Fund Activity: Q4 2016 in Review
207 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q4 2016, worth a combined $1.6B — up 7.3% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SCHH positions and 24 closed out — a net gain of 21 holders — while 79 added to existing stakes and 54 trimmed.
The largest buyer was Creative Planning, adding an estimated $49.5M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $33.7M sold.
- 207 institutional investors held Schwab US REIT ETF (SCHH) as of Q4 2016, up from 188 in Q3 2016.
- Funds reported $1.6B of Schwab US REIT ETF stock for Q4 2016, up 7.3% quarter-over-quarter.
- 45 funds opened new Schwab US REIT ETF positions in Q4 2016 and 24 closed out, a net change of +21 holders.
- The largest Schwab US REIT ETF buyer in Q4 2016 was Creative Planning, an estimated $49.5M added.
- The largest Schwab US REIT ETF seller in Q4 2016 was RiverFront Investment Group, an estimated $33.7M sold.
Based on aggregated 13F filings for Q4 2016.