Schwab US Large-Cap Value ETF
SCHV
310 hedge funds and large institutions have $2.39B invested in Schwab US Large-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 150 increasing their positions, 87 reducing their positions, and 10 closing their positions.
200% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 10
72% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 87
15% more capital invested
Capital invested by funds: $2.07B → $2.39B (+$318M)
7% more funds holding in top 10
Funds holding in top 10: 28 → 30 (+2)
7% more funds holding
Funds holding: 291 → 310 (+19)
12.06% less ownership
Funds ownership: 165.45% → 153.39% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$48.2M |
| 2 |
G
Gainplan
Bloomfield Hills,
Michigan
|
+$29.8M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$27M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$279M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$23.1M |
| 3 |
Jane Street
New York
|
-$3.53M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.92M |
| 5 |
LCC
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
-$2.35M |
SCHV Hedge Fund Activity: Q3 2018 in Review
310 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2018, worth a combined $2.39B — up 15% from $2.07B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SCHV positions and 10 closed out — a net gain of 20 holders — while 150 added to existing stakes and 87 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $48.2M. The largest seller was Financial Counselors Inc, cutting an estimated $279M.
- 310 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2018, up from 291 in Q2 2018.
- Funds reported $2.39B of Schwab US Large-Cap Value ETF stock for Q3 2018, up 15% quarter-over-quarter.
- 30 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2018 and 10 closed out, a net change of +20 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q3 2018 was Financial Engines Advisors, an estimated $48.2M added.
- The largest Schwab US Large-Cap Value ETF seller in Q3 2018 was Financial Counselors Inc, an estimated $279M sold.
Based on aggregated 13F filings for Q3 2018.