Schwab US Large-Cap Value ETF
SCHV
132 hedge funds and large institutions have $491M invested in Schwab US Large-Cap Value ETF in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 28 reducing their positions, and 10 closing their positions.
200% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 10
114% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 28
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
33% more capital invested
Capital invested by funds: $368M → $491M (+$123M)
16% more funds holding
Funds holding: 114 → 132 (+18)
6.63% more ownership
Funds ownership: 75.33% → 81.96% (+6.6%)
Top Buyers
| 1 |
TH
TMFS Holdings
Overland Park,
Kansas
|
+$57.4M |
| 2 |
BlackRock
New York
|
+$23.5M |
| 3 |
Morgan Stanley
New York
|
+$10.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$8.53M |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$7.71M |
Top Sellers
SCHV Hedge Fund Activity: Q4 2015 in Review
132 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2015, worth a combined $491M — up 33% from $368M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SCHV positions and 10 closed out — a net gain of 20 holders — while 60 added to existing stakes and 28 trimmed.
The largest buyer was TMFS Holdings, adding an estimated $57.4M. The largest seller was Krilogy Financial, exiting entirely with an estimated $19.6M sold.
- 132 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2015, up from 114 in Q3 2015.
- Funds reported $491M of Schwab US Large-Cap Value ETF stock for Q4 2015, up 33% quarter-over-quarter.
- 30 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2015 and 10 closed out, a net change of +20 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q4 2015 was TMFS Holdings, an estimated $57.4M added.
- The largest Schwab US Large-Cap Value ETF seller in Q4 2015 was Krilogy Financial, an estimated $19.6M sold.
Based on aggregated 13F filings for Q4 2015.