Schwab US Large-Cap Value ETF
SCHV
114 hedge funds and large institutions have $368M invested in Schwab US Large-Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 34 reducing their positions, and 11 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 34
45% more capital invested
Capital invested by funds: $253M → $368M (+$115M)
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
20.66% more ownership
Funds ownership: 54.67% → 75.33% (+21%)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
1% more funds holding
Funds holding: 113 → 114 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F
FutureAdvisor
San Francisco,
California
|
+$5.03M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.86M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$3.14M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$3.06M |
| 5 |
Morgan Stanley
New York
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$11.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.48M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.37M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.33M |
| 5 |
Jane Street
New York
|
-$1.23M |
SCHV Hedge Fund Activity: Q3 2015 in Review
114 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2015, worth a combined $368M — up 45% from $253M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SCHV positions and 11 closed out — a net gain of 1 holder — while 53 added to existing stakes and 34 trimmed.
The largest buyer was FutureAdvisor, adding an estimated $5.03M. The largest seller was CLA (CliftonLarsonAllen) Wealth Advisors, cutting an estimated $11.9M.
- 114 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2015, up from 113 in Q2 2015.
- Funds reported $368M of Schwab US Large-Cap Value ETF stock for Q3 2015, up 45% quarter-over-quarter.
- 12 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2015 and 11 closed out, a net change of +1 holder.
- The largest Schwab US Large-Cap Value ETF buyer in Q3 2015 was FutureAdvisor, an estimated $5.03M added.
- The largest Schwab US Large-Cap Value ETF seller in Q3 2015 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $11.9M sold.
Based on aggregated 13F filings for Q3 2015.