Schwab US Large-Cap Value ETF
SCHV
402 hedge funds and large institutions have $3.46B invested in Schwab US Large-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 181 increasing their positions, 117 reducing their positions, and 32 closing their positions.
84% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 32
55% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 117
34% more capital invested
Capital invested by funds: $2.58B → $3.46B (+$881M)
9.65% more ownership
Funds ownership: 168.61% → 178.26% (+9.6%)
6% more funds holding
Funds holding: 380 → 402 (+22)
0% more funds holding in top 10
Funds holding in top 10: 49 → 49 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$231M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$93.8M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$54.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$37.7M |
| 5 |
Goldman Sachs
New York
|
+$24.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$31.5M |
| 2 |
JFGLC
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
-$15.2M |
| 3 |
BlackRock
New York
|
-$13.5M |
| 4 |
I
INVST
Indianapolis,
Indiana
|
-$10.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.26M |
SCHV Hedge Fund Activity: Q1 2019 in Review
402 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2019, worth a combined $3.46B — up 34% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new SCHV positions and 32 closed out — a net gain of 27 holders — while 181 added to existing stakes and 117 trimmed.
The largest buyer was SEI Investments, adding an estimated $231M. The largest seller was UBS Group, cutting an estimated $31.5M.
- 402 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2019, up from 380 in Q4 2018.
- Funds reported $3.46B of Schwab US Large-Cap Value ETF stock for Q1 2019, up 34% quarter-over-quarter.
- 59 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2019 and 32 closed out, a net change of +27 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q1 2019 was SEI Investments, an estimated $231M added.
- The largest Schwab US Large-Cap Value ETF seller in Q1 2019 was UBS Group, an estimated $31.5M sold.
Based on aggregated 13F filings for Q1 2019.