Schwab US Large-Cap Value ETF
SCHV
178 hedge funds and large institutions have $1.11B invested in Schwab US Large-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 37 reducing their positions, and 15 closing their positions.
173% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 15
108% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 37
43% more funds holding in top 10
Funds holding in top 10: 14 → 20 (+6)
43% more capital invested
Capital invested by funds: $776M → $1.11B (+$333M)
19.61% more ownership
Funds ownership: 97.53% → 117.14% (+20%)
16% more funds holding
Funds holding: 154 → 178 (+24)
97% less call options, than puts
Call options by funds: $8K | Put options by funds: $293K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$386M |
| 2 |
Betterment LLC
New York
|
+$16.2M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$13.4M |
| 4 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$7.37M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$6.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.41M |
| 2 |
Morgan Stanley
New York
|
-$4.48M |
| 3 |
PV
Private Vista
Chicago,
Illinois
|
-$2.68M |
| 4 |
VF
Virtu Financial
New York
|
-$2.04M |
| 5 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
-$1.52M |
SCHV Hedge Fund Activity: Q4 2016 in Review
178 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2016, worth a combined $1.11B — up 43% from $776M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SCHV positions and 15 closed out — a net gain of 26 holders — while 77 added to existing stakes and 37 trimmed.
The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $386M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $5.41M sold.
- 178 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2016, up from 154 in Q3 2016.
- Funds reported $1.11B of Schwab US Large-Cap Value ETF stock for Q4 2016, up 43% quarter-over-quarter.
- 41 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2016 and 15 closed out, a net change of +26 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q4 2016 was Financial Engines Advisors, an estimated $386M added.
- The largest Schwab US Large-Cap Value ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $5.41M sold.
Based on aggregated 13F filings for Q4 2016.