Schwab US Large-Cap Value ETF
SCHV
106 hedge funds and large institutions have $305M invested in Schwab US Large-Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 5 closing their positions.
560% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 5
264% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 14
34% more funds holding
Funds holding: 79 → 106 (+27)
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
32% more capital invested
Capital invested by funds: $231M → $305M (+$74.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$7.13M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$4.47M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$3.51M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.47M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$2.74M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.03M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2M |
| 4 |
Goldman Sachs
New York
|
-$1.63M |
| 5 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$1.28M |
SCHV Hedge Fund Activity: Q4 2014 in Review
106 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2014, worth a combined $305M — up 32% from $231M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SCHV positions and 5 closed out — a net gain of 28 holders — while 51 added to existing stakes and 14 trimmed.
The largest buyer was Piershale Financial Group, adding an estimated $7.13M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $2.74M sold.
- 106 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2014, up from 79 in Q3 2014.
- Funds reported $305M of Schwab US Large-Cap Value ETF stock for Q4 2014, up 32% quarter-over-quarter.
- 33 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2014 and 5 closed out, a net change of +28 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q4 2014 was Piershale Financial Group, an estimated $7.13M added.
- The largest Schwab US Large-Cap Value ETF seller in Q4 2014 was Schroder Investment Management Group, an estimated $2.74M sold.
Based on aggregated 13F filings for Q4 2014.