Schwab US REIT ETF
SCHH
366 hedge funds and large institutions have $3.63B invested in Schwab US REIT ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 136 increasing their positions, 116 reducing their positions, and 30 closing their positions.
37% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 30
20% more funds holding in top 10
Funds holding in top 10: 20 → 24 (+4)
17% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 116
2% more funds holding
Funds holding: 358 → 366 (+8)
2% more capital invested
Capital invested by funds: $3.57B → $3.63B (+$60.9M)
0.79% less ownership
Funds ownership: 134.03% → 133.23% (-0.79%)
18% less call options, than puts
Call options by funds: $1.49M | Put options by funds: $1.83M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$96.2M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$31.4M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$24.9M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$16.6M |
| 5 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$9.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$109M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$32.7M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$6.85M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.76M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.43M |
SCHH Hedge Fund Activity: Q2 2019 in Review
366 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2019, worth a combined $3.63B — up 1.7% from $3.57B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SCHH positions and 30 closed out — a net gain of 11 holders — while 136 added to existing stakes and 116 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $96.2M. The largest seller was JP Morgan Chase, cutting an estimated $109M.
- 366 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2019, up from 358 in Q1 2019.
- Funds reported $3.63B of Schwab US REIT ETF stock for Q2 2019, up 1.7% quarter-over-quarter.
- 41 funds opened new Schwab US REIT ETF positions in Q2 2019 and 30 closed out, a net change of +11 holders.
- The largest Schwab US REIT ETF buyer in Q2 2019 was PNC Financial Services Group, an estimated $96.2M added.
- The largest Schwab US REIT ETF seller in Q2 2019 was JP Morgan Chase, an estimated $109M sold.
Based on aggregated 13F filings for Q2 2019.