Schwab 1000 Index ETF
SCHK
64 hedge funds and large institutions have $305M invested in Schwab 1000 Index ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
27% more capital invested
Capital invested by funds: $241M → $305M (+$64M)
16% more funds holding
Funds holding: 55 → 64 (+9)
13.82% more ownership
Funds ownership: 58.09% → 71.91% (+14%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
30% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 20
Top Buyers
Top Sellers
| 1 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$4.6M |
| 2 |
Jane Street
New York
|
-$2.35M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.08M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$355K |
| 5 |
C
Clearshares
New York
|
-$315K |
SCHK Hedge Fund Activity: Q3 2019 in Review
64 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q3 2019, worth a combined $305M — up 27% from $241M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SCHK positions and 4 closed out — a net gain of 9 holders — while 14 added to existing stakes and 20 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $64.9M. The largest seller was American Portfolios Advisors, exiting entirely with an estimated $4.6M sold.
- 64 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q3 2019, up from 55 in Q2 2019.
- Funds reported $305M of Schwab 1000 Index ETF stock for Q3 2019, up 27% quarter-over-quarter.
- 13 funds opened new Schwab 1000 Index ETF positions in Q3 2019 and 4 closed out, a net change of +9 holders.
- The largest Schwab 1000 Index ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $64.9M added.
- The largest Schwab 1000 Index ETF seller in Q3 2019 was American Portfolios Advisors, an estimated $4.6M sold.
Based on aggregated 13F filings for Q3 2019.