Schwab US REIT ETF
SCHH
155 hedge funds and large institutions have $1.02B invested in Schwab US REIT ETF in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 22 closing their positions.
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
9% more capital invested
Capital invested by funds: $932M → $1.02B (+$83M)
1.69% more ownership
Funds ownership: 97.7% → 99.39% (+1.7%)
5% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 22
0% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 58
1% less funds holding
Funds holding: 156 → 155 (-1)
13% less call options, than puts
Call options by funds: $2.13M | Put options by funds: $2.44M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$30.1M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$23.3M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$8.25M |
| 4 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$8.22M |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$12.6M |
| 2 |
TH
TMFS Holdings
Overland Park,
Kansas
|
-$12.1M |
| 3 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$10.4M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.21M |
| 5 |
VV
Valentine Ventures
Bend,
Oregon
|
-$4.5M |
SCHH Hedge Fund Activity: Q1 2016 in Review
155 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2016, worth a combined $1.02B — up 8.9% from $932M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SCHH positions and 22 closed out — a net gain of 1 holder — while 58 added to existing stakes and 58 trimmed.
The largest buyer was Creative Planning, adding an estimated $30.1M. The largest seller was Piershale Financial Group, exiting entirely with an estimated $12.6M sold.
- 155 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2016, down from 156 in Q4 2015.
- Funds reported $1.02B of Schwab US REIT ETF stock for Q1 2016, up 8.9% quarter-over-quarter.
- 23 funds opened new Schwab US REIT ETF positions in Q1 2016 and 22 closed out, a net change of +1 holder.
- The largest Schwab US REIT ETF buyer in Q1 2016 was Creative Planning, an estimated $30.1M added.
- The largest Schwab US REIT ETF seller in Q1 2016 was Piershale Financial Group, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2016.