Schwab US REIT ETF
SCHH
132 hedge funds and large institutions have $737M invested in Schwab US REIT ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 12 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 33
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
17% more call options, than puts
Call options by funds: $1.81M | Put options by funds: $1.55M
16% more capital invested
Capital invested by funds: $633M → $737M (+$104M)
8.16% more ownership
Funds ownership: 86.9% → 95.06% (+8.2%)
6% more funds holding
Funds holding: 124 → 132 (+8)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$39.1M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$21.2M |
| 3 |
Goldman Sachs
New York
|
+$15M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$13M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$8.34M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$4.85M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.68M |
| 4 |
Morgan Stanley
New York
|
-$1.42M |
| 5 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
-$1.31M |
SCHH Hedge Fund Activity: Q3 2015 in Review
132 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2015, worth a combined $737M — up 16% from $633M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SCHH positions and 12 closed out — a net gain of 9 holders — while 60 added to existing stakes and 33 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $39.1M. The largest seller was Virtu Financial, exiting entirely with an estimated $8.34M sold.
- 132 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2015, up from 124 in Q2 2015.
- Funds reported $737M of Schwab US REIT ETF stock for Q3 2015, up 16% quarter-over-quarter.
- 21 funds opened new Schwab US REIT ETF positions in Q3 2015 and 12 closed out, a net change of +9 holders.
- The largest Schwab US REIT ETF buyer in Q3 2015 was Charles Schwab Investment Advisory, an estimated $39.1M added.
- The largest Schwab US REIT ETF seller in Q3 2015 was Virtu Financial, an estimated $8.34M sold.
Based on aggregated 13F filings for Q3 2015.