Schwab US REIT ETF
SCHH
378 hedge funds and large institutions have $2.95B invested in Schwab US REIT ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 157 reducing their positions, and 60 closing their positions.
664% more call options, than puts
Call options by funds: $688K | Put options by funds: $90K
5% less funds holding
Funds holding: 399 → 378 (-21)
6.47% less ownership
Funds ownership: 144.89% → 138.42% (-6.5%)
11% less capital invested
Capital invested by funds: $3.3B → $2.95B (-$359M)
21% less funds holding in top 10
Funds holding in top 10: 24 → 19 (-5)
22% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 157
32% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$18.6M |
| 2 |
FNC
First National Corp
Rockland,
Massachusetts
|
+$11.6M |
| 3 |
EPM
Elm Partners Management
Philadelphia,
Pennsylvania
|
+$8.86M |
| 4 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
+$6.29M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$206M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$179M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$64.1M |
| 4 |
AA
Alesco Advisors
Pittsford,
New York
|
-$25.3M |
| 5 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$24.5M |
SCHH Hedge Fund Activity: Q2 2020 in Review
378 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2020, worth a combined $2.95B — down 11% from $3.3B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of SCHH and 41 opened new positions — a net loss of 19 holders — while 157 trimmed existing stakes and 123 added.
The largest buyer was US Bancorp, adding an estimated $18.6M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $206M.
- 378 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2020, down from 399 in Q1 2020.
- Funds reported $2.95B of Schwab US REIT ETF stock for Q2 2020, down 11% quarter-over-quarter.
- 41 funds opened new Schwab US REIT ETF positions in Q2 2020 and 60 closed out, a net change of -19 holders.
- The largest Schwab US REIT ETF buyer in Q2 2020 was US Bancorp, an estimated $18.6M added.
- The largest Schwab US REIT ETF seller in Q2 2020 was Charles Schwab Investment Advisory, an estimated $206M sold.
Based on aggregated 13F filings for Q2 2020.