Schwab US REIT ETF
SCHH
293 hedge funds and large institutions have $2.98B invested in Schwab US REIT ETF in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 24 closing their positions.
104% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 24
50% more funds holding in top 10
Funds holding in top 10: 12 → 18 (+6)
32% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 84
17% more capital invested
Capital invested by funds: $2.55B → $2.98B (+$431M)
9% more funds holding
Funds holding: 269 → 293 (+24)
4.28% more ownership
Funds ownership: 128.52% → 132.8% (+4.3%)
74% less call options, than puts
Call options by funds: $272K | Put options by funds: $1.03M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$76.6M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$45.5M |
| 3 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$11.9M |
| 4 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$10.7M |
| 5 |
PC
Premise Capital
Naperville,
Illinois
|
+$8.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$9.64M |
| 2 |
AG
Appleton Group
Appleton,
Wisconsin
|
-$8.93M |
| 3 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$5.66M |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$3.63M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$2.36M |
SCHH Hedge Fund Activity: Q2 2018 in Review
293 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2018, worth a combined $2.98B — up 17% from $2.55B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SCHH positions and 24 closed out — a net gain of 25 holders — while 111 added to existing stakes and 84 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $76.6M. The largest seller was Creative Planning, cutting an estimated $9.64M.
- 293 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2018, up from 269 in Q1 2018.
- Funds reported $2.98B of Schwab US REIT ETF stock for Q2 2018, up 17% quarter-over-quarter.
- 49 funds opened new Schwab US REIT ETF positions in Q2 2018 and 24 closed out, a net change of +25 holders.
- The largest Schwab US REIT ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $76.6M added.
- The largest Schwab US REIT ETF seller in Q2 2018 was Creative Planning, an estimated $9.64M sold.
Based on aggregated 13F filings for Q2 2018.