Schwab US REIT ETF
SCHH
189 hedge funds and large institutions have $1.49B invested in Schwab US REIT ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 50 reducing their positions, and 16 closing their positions.
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
72% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 50
12% more capital invested
Capital invested by funds: $1.32B → $1.49B (+$164M)
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
6% more funds holding
Funds holding: 178 → 189 (+11)
0.15% more ownership
Funds ownership: 104.68% → 104.84% (+0.15%)
22% less call options, than puts
Call options by funds: $3.43M | Put options by funds: $4.42M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$33.5M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$32.5M |
| 3 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$29.2M |
| 4 |
APFBOT
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
+$21.4M |
| 5 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$4.63M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$2.57M |
| 3 |
Goldman Sachs
New York
|
-$2.46M |
| 4 |
SG
Swarthmore Group
Philadelphia,
Pennsylvania
|
-$2.34M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.02M |
SCHH Hedge Fund Activity: Q3 2016 in Review
189 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2016, worth a combined $1.49B — up 12% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SCHH positions and 16 closed out — a net gain of 12 holders — while 86 added to existing stakes and 50 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $33.5M. The largest seller was Live Your Vision, cutting an estimated $4.63M.
- 189 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2016, up from 178 in Q2 2016.
- Funds reported $1.49B of Schwab US REIT ETF stock for Q3 2016, up 12% quarter-over-quarter.
- 28 funds opened new Schwab US REIT ETF positions in Q3 2016 and 16 closed out, a net change of +12 holders.
- The largest Schwab US REIT ETF buyer in Q3 2016 was Charles Schwab Investment Advisory, an estimated $33.5M added.
- The largest Schwab US REIT ETF seller in Q3 2016 was Live Your Vision, an estimated $4.63M sold.
Based on aggregated 13F filings for Q3 2016.