Schwab US Large-Cap Value ETF
SCHV
416 hedge funds and large institutions have $3.56B invested in Schwab US Large-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 28 closing their positions.
57% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 28
41% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 125
4% more funds holding in top 10
Funds holding in top 10: 49 → 51 (+2)
3% more funds holding
Funds holding: 402 → 416 (+14)
3% more capital invested
Capital invested by funds: $3.46B → $3.56B (+$97.4M)
0.36% more ownership
Funds ownership: 178.26% → 178.62% (+0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
G
Gainplan
Bloomfield Hills,
Michigan
|
+$95.6M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$58.3M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$33.3M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$25.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$247M |
| 2 |
Goldman Sachs
New York
|
-$25.3M |
| 3 |
Morgan Stanley
New York
|
-$14M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$9.05M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$9M |
SCHV Hedge Fund Activity: Q2 2019 in Review
416 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2019, worth a combined $3.56B — up 2.8% from $3.46B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new SCHV positions and 28 closed out — a net gain of 16 holders — while 176 added to existing stakes and 125 trimmed.
The largest buyer was Gainplan, opening a new position worth an estimated $95.6M. The largest seller was SEI Investments, cutting an estimated $247M.
- 416 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2019, up from 402 in Q1 2019.
- Funds reported $3.56B of Schwab US Large-Cap Value ETF stock for Q2 2019, up 2.8% quarter-over-quarter.
- 44 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2019 and 28 closed out, a net change of +16 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q2 2019 was Gainplan, an estimated $95.6M added.
- The largest Schwab US Large-Cap Value ETF seller in Q2 2019 was SEI Investments, an estimated $247M sold.
Based on aggregated 13F filings for Q2 2019.