Schwab US Large-Cap Value ETF
SCHV
146 hedge funds and large institutions have $572M invested in Schwab US Large-Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 15 closing their positions.
93% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 15
43% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 42
16% more capital invested
Capital invested by funds: $491M → $572M (+$81M)
11% more funds holding
Funds holding: 132 → 146 (+14)
9.31% more ownership
Funds ownership: 81.96% → 91.27% (+9.3%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TH
TMFS Holdings
Overland Park,
Kansas
|
+$33.2M |
| 2 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$21M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$14.3M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$10.6M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$10.9M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$6.84M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$4.25M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$3.44M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$3.4M |
SCHV Hedge Fund Activity: Q1 2016 in Review
146 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2016, worth a combined $572M — up 16% from $491M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SCHV positions and 15 closed out — a net gain of 14 holders — while 60 added to existing stakes and 42 trimmed.
The largest buyer was TMFS Holdings, adding an estimated $33.2M. The largest seller was CLA (CliftonLarsonAllen) Wealth Advisors, cutting an estimated $10.9M.
- 146 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2016, up from 132 in Q4 2015.
- Funds reported $572M of Schwab US Large-Cap Value ETF stock for Q1 2016, up 16% quarter-over-quarter.
- 29 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2016 and 15 closed out, a net change of +14 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q1 2016 was TMFS Holdings, an estimated $33.2M added.
- The largest Schwab US Large-Cap Value ETF seller in Q1 2016 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $10.9M sold.
Based on aggregated 13F filings for Q1 2016.