Schwab US Large-Cap Value ETF
SCHV
195 hedge funds and large institutions have $1.25B invested in Schwab US Large-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 53 reducing their positions, and 17 closing their positions.
112% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 17
57% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 53
13% more capital invested
Capital invested by funds: $1.11B → $1.25B (+$144M)
9% more funds holding
Funds holding: 179 → 195 (+16)
0.47% less ownership
Funds ownership: 117.15% → 116.68% (-0.47%)
5% less funds holding in top 10
Funds holding in top 10: 20 → 19 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$78.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$19.9M |
| 3 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$15.5M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$9.19M |
| 5 |
Jane Street
New York
|
+$8.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$13.7M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$7.63M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$7.09M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$4.91M |
| 5 |
Morgan Stanley
New York
|
-$4.37M |
SCHV Hedge Fund Activity: Q1 2017 in Review
195 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2017, worth a combined $1.25B — up 13% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SCHV positions and 17 closed out — a net gain of 19 holders — while 83 added to existing stakes and 53 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $78.8M. The largest seller was Betterment LLC, cutting an estimated $13.7M.
- 195 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2017, up from 179 in Q4 2016.
- Funds reported $1.25B of Schwab US Large-Cap Value ETF stock for Q1 2017, up 13% quarter-over-quarter.
- 36 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2017 and 17 closed out, a net change of +19 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q1 2017 was Financial Engines Advisors, an estimated $78.8M added.
- The largest Schwab US Large-Cap Value ETF seller in Q1 2017 was Betterment LLC, an estimated $13.7M sold.
Based on aggregated 13F filings for Q1 2017.