Schwab US REIT ETF
SCHH
230 hedge funds and large institutions have $1.9B invested in Schwab US REIT ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 49 reducing their positions, and 17 closing their positions.
118% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 49
88% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 17
83% more call options, than puts
Call options by funds: $2.9M | Put options by funds: $1.58M
17% more capital invested
Capital invested by funds: $1.63B → $1.9B (+$269M)
6% more funds holding
Funds holding: 218 → 230 (+12)
1.43% more ownership
Funds ownership: 109.8% → 111.23% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$75M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$68.1M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$67M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$34.3M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$4.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$8.43M |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
-$7.82M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$6.85M |
| 4 |
SC
Stratford Consulting
Addison,
Texas
|
-$3.36M |
| 5 |
Jane Street
New York
|
-$2.98M |
SCHH Hedge Fund Activity: Q2 2017 in Review
230 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2017, worth a combined $1.9B — up 17% from $1.63B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SCHH positions and 17 closed out — a net gain of 15 holders — while 107 added to existing stakes and 49 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $75M. The largest seller was Gratus Capital, cutting an estimated $8.43M.
- 230 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2017, up from 218 in Q1 2017.
- Funds reported $1.9B of Schwab US REIT ETF stock for Q2 2017, up 17% quarter-over-quarter.
- 32 funds opened new Schwab US REIT ETF positions in Q2 2017 and 17 closed out, a net change of +15 holders.
- The largest Schwab US REIT ETF buyer in Q2 2017 was Charles Schwab Investment Advisory, an estimated $75M added.
- The largest Schwab US REIT ETF seller in Q2 2017 was Gratus Capital, an estimated $8.43M sold.
Based on aggregated 13F filings for Q2 2017.