Schwab US Large-Cap Value ETF
SCHV
415 hedge funds and large institutions have $4.18B invested in Schwab US Large-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 184 increasing their positions, 140 reducing their positions, and 28 closing their positions.
63.02% more ownership
Funds ownership: 178.62% → 241.64% (+63%)
31% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 140
17% more capital invested
Capital invested by funds: $3.56B → $4.18B (+$623M)
0% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 28
0% less funds holding
Funds holding: 416 → 415 (-1)
6% less funds holding in top 10
Funds holding in top 10: 51 → 48 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.11B |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$251M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$127M |
| 4 |
Goldman Sachs
New York
|
+$33.2M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$21M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$16.9M |
| 3 |
G
Gainplan
Bloomfield Hills,
Michigan
|
-$10.8M |
| 4 |
I
INVST
Indianapolis,
Indiana
|
-$8.82M |
| 5 |
Jane Street
New York
|
-$8.51M |
SCHV Hedge Fund Activity: Q3 2019 in Review
415 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2019, worth a combined $4.18B — up 17% from $3.56B a quarter earlier.
Fund positioning in SCHV was balanced in Q3 2019: 28 funds opened new positions, 28 closed out, 184 added to existing stakes and 140 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.11B. The largest seller was OneDigital Investment Advisors, cutting an estimated $21M.
- 415 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2019, down from 416 in Q2 2019.
- Funds reported $4.18B of Schwab US Large-Cap Value ETF stock for Q3 2019, up 17% quarter-over-quarter.
- 28 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2019 and 28 closed out, a net change of 0 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $1.11B added.
- The largest Schwab US Large-Cap Value ETF seller in Q3 2019 was OneDigital Investment Advisors, an estimated $21M sold.
Based on aggregated 13F filings for Q3 2019.