Schwab US REIT ETF
SCHH
327 hedge funds and large institutions have $2.99B invested in Schwab US REIT ETF in 2018 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 91 reducing their positions, and 38 closing their positions.
87% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 38
73% more call options, than puts
Call options by funds: $2.83M | Put options by funds: $1.63M
35% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 91
25% more funds holding in top 10
Funds holding in top 10: 16 → 20 (+4)
10% more funds holding
Funds holding: 297 → 327 (+30)
6% less capital invested
Capital invested by funds: $3.17B → $2.99B (-$181M)
15.78% less ownership
Funds ownership: 134.33% → 118.55% (-16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$45.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$11.7M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$10.4M |
| 4 |
CNC
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
+$10M |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$7.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$301M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$57.6M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$16.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.2M |
| 5 |
PC
Premise Capital
Naperville,
Illinois
|
-$9.95M |
SCHH Hedge Fund Activity: Q4 2018 in Review
327 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q4 2018, worth a combined $2.99B — down 5.7% from $3.17B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new SCHH positions and 38 closed out — a net gain of 33 holders — while 123 added to existing stakes and 91 trimmed.
The largest buyer was US Bancorp, adding an estimated $45.7M. The largest seller was Financial Engines Advisors, cutting an estimated $301M.
- 327 institutional investors held Schwab US REIT ETF (SCHH) as of Q4 2018, up from 297 in Q3 2018.
- Funds reported $2.99B of Schwab US REIT ETF stock for Q4 2018, down 5.7% quarter-over-quarter.
- 71 funds opened new Schwab US REIT ETF positions in Q4 2018 and 38 closed out, a net change of +33 holders.
- The largest Schwab US REIT ETF buyer in Q4 2018 was US Bancorp, an estimated $45.7M added.
- The largest Schwab US REIT ETF seller in Q4 2018 was Financial Engines Advisors, an estimated $301M sold.
Based on aggregated 13F filings for Q4 2018.