Schwab US REIT ETF
SCHH
231 hedge funds and large institutions have $2.27B invested in Schwab US REIT ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 54 reducing their positions, and 23 closing their positions.
113% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 54
19% more capital invested
Capital invested by funds: $1.9B → $2.27B (+$369M)
11.31% more ownership
Funds ownership: 111.23% → 122.54% (+11%)
4% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 23
0% more funds holding
Funds holding: 230 → 231 (+1)
1% less call options, than puts
Call options by funds: $510K | Put options by funds: $514K
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$152M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$78.6M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$62.8M |
| 4 |
AA
Alesco Advisors
Pittsford,
New York
|
+$25.5M |
| 5 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$6.22M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$5.9M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$5.03M |
| 4 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$4.07M |
| 5 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$2.87M |
SCHH Hedge Fund Activity: Q3 2017 in Review
231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2017, worth a combined $2.27B — up 19% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SCHH positions and 23 closed out — a net gain of 1 holder — while 115 added to existing stakes and 54 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $152M. The largest seller was Sharkey, Howes & Javer, cutting an estimated $6.22M.
- 231 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2017, up from 230 in Q2 2017.
- Funds reported $2.27B of Schwab US REIT ETF stock for Q3 2017, up 19% quarter-over-quarter.
- 24 funds opened new Schwab US REIT ETF positions in Q3 2017 and 23 closed out, a net change of +1 holder.
- The largest Schwab US REIT ETF buyer in Q3 2017 was Financial Engines Advisors, an estimated $152M added.
- The largest Schwab US REIT ETF seller in Q3 2017 was Sharkey, Howes & Javer, an estimated $6.22M sold.
Based on aggregated 13F filings for Q3 2017.