Schwab US REIT ETF
SCHH
428 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2019 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 171 increasing their positions, 114 reducing their positions, and 39 closing their positions.
180% more call options, than puts
Call options by funds: $3.2M | Put options by funds: $1.14M
133% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 39
50% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 114
12% more funds holding
Funds holding: 382 → 428 (+46)
3% less funds holding in top 10
Funds holding in top 10: 29 → 28 (-1)
6% less capital invested
Capital invested by funds: $4.4B → $4.12B (-$279M)
10.55% less ownership
Funds ownership: 146.1% → 135.54% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$67.5M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$66.7M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$57.2M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$16.6M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$362M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$26.6M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$20.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$20M |
| 5 |
IG
ING Group
Amsterdam,
Netherlands
|
-$11.7M |
SCHH Hedge Fund Activity: Q4 2019 in Review
428 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q4 2019, worth a combined $4.12B — down 6.3% from $4.4B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new SCHH positions and 39 closed out — a net gain of 52 holders — while 171 added to existing stakes and 114 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $67.5M. The largest seller was Envestnet Asset Management, cutting an estimated $362M.
- 428 institutional investors held Schwab US REIT ETF (SCHH) as of Q4 2019, up from 382 in Q3 2019.
- Funds reported $4.12B of Schwab US REIT ETF stock for Q4 2019, down 6.3% quarter-over-quarter.
- 91 funds opened new Schwab US REIT ETF positions in Q4 2019 and 39 closed out, a net change of +52 holders.
- The largest Schwab US REIT ETF buyer in Q4 2019 was PNC Financial Services Group, an estimated $67.5M added.
- The largest Schwab US REIT ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $362M sold.
Based on aggregated 13F filings for Q4 2019.