Schwab US Large-Cap Value ETF
SCHV
66 hedge funds and large institutions have $147M invested in Schwab US Large-Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
45% more capital invested
Capital invested by funds: $101M → $147M (+$45.4M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
9.77% more ownership
Funds ownership: 39.27% → 49.04% (+9.8%)
8% more funds holding
Funds holding: 61 → 66 (+5)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $824K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$17.3M |
| 2 |
Goldman Sachs
New York
|
+$4.03M |
| 3 |
DS
DRW Securities
Chicago,
Illinois
|
+$2.67M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$836K |
| 5 |
GCA
Greenwood Capital Associates
Greenwood,
South Carolina
|
+$630K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.69M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.03M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$1.07M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$676K |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$522K |
SCHV Hedge Fund Activity: Q1 2014 in Review
66 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2014, worth a combined $147M — up 45% from $101M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SCHV positions and 7 closed out — a net gain of 6 holders — while 25 added to existing stakes and 21 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $17.3M. The largest seller was Jane Street, exiting entirely with an estimated $2.69M sold.
- 66 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2014, up from 61 in Q4 2013.
- Funds reported $147M of Schwab US Large-Cap Value ETF stock for Q1 2014, up 45% quarter-over-quarter.
- 13 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2014 and 7 closed out, a net change of +6 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q1 2014 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $17.3M added.
- The largest Schwab US Large-Cap Value ETF seller in Q1 2014 was Jane Street, an estimated $2.69M sold.
Based on aggregated 13F filings for Q1 2014.