Schwab US Large-Cap Value ETF
SCHV
46 hedge funds and large institutions have $83.4M invested in Schwab US Large-Cap Value ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 6 closing their positions.
189% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 9
54% more capital invested
Capital invested by funds: $54.2M → $83.4M (+$29.2M)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
8.38% more ownership
Funds ownership: 25.72% → 34.1% (+8.4%)
2% more funds holding
Funds holding: 45 → 46 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$22.9M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$3.01M |
| 3 |
Citigroup
New York
|
+$1.88M |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$1.28M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.82M |
| 2 |
DS
DRW Securities
Chicago,
Illinois
|
-$775K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$633K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$429K |
| 5 |
SI
SII Investments
Appleton,
Wisconsin
|
-$407K |
SCHV Hedge Fund Activity: Q3 2013 in Review
46 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2013, worth a combined $83.4M — up 54% from $54.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SCHV positions and 6 closed out — a net gain of 1 holder — while 26 added to existing stakes and 9 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $22.9M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.82M sold.
- 46 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2013, up from 45 in Q2 2013.
- Funds reported $83.4M of Schwab US Large-Cap Value ETF stock for Q3 2013, up 54% quarter-over-quarter.
- 7 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2013 and 6 closed out, a net change of +1 holder.
- The largest Schwab US Large-Cap Value ETF buyer in Q3 2013 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $22.9M added.
- The largest Schwab US Large-Cap Value ETF seller in Q3 2013 was Goldman Sachs, an estimated $3.82M sold.
Based on aggregated 13F filings for Q3 2013.