Schwab US Large-Cap Value ETF
SCHV
61 hedge funds and large institutions have $101M invested in Schwab US Large-Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
92% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 13
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
33% more funds holding
Funds holding: 46 → 61 (+15)
21% more capital invested
Capital invested by funds: $83.4M → $101M (+$17.7M)
5.17% more ownership
Funds ownership: 34.1% → 39.27% (+5.2%)
Top Buyers
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$3.75M |
| 2 |
Jane Street
New York
|
+$2.58M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.12M |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$1.04M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.03M |
Top Sellers
| 1 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$1.67M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.61M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$1.54M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$280K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$270K |
SCHV Hedge Fund Activity: Q4 2013 in Review
61 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2013, worth a combined $101M — up 21% from $83.4M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SCHV positions and 4 closed out — a net gain of 15 holders — while 25 added to existing stakes and 13 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $3.75M. The largest seller was ProVise Management Group, cutting an estimated $1.67M.
- 61 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2013, up from 46 in Q3 2013.
- Funds reported $101M of Schwab US Large-Cap Value ETF stock for Q4 2013, up 21% quarter-over-quarter.
- 19 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2013 and 4 closed out, a net change of +15 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q4 2013 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $3.75M added.
- The largest Schwab US Large-Cap Value ETF seller in Q4 2013 was ProVise Management Group, an estimated $1.67M sold.
Based on aggregated 13F filings for Q4 2013.