Schwab US Large-Cap Value ETF
SCHV
209 hedge funds and large institutions have $1.29B invested in Schwab US Large-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 11 closing their positions.
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
62% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 58
16% more funds holding in top 10
Funds holding in top 10: 19 → 22 (+3)
7% more funds holding
Funds holding: 195 → 209 (+14)
2% more capital invested
Capital invested by funds: $1.26B → $1.29B (+$28.5M)
5.47% less ownership
Funds ownership: 116.68% → 111.22% (-5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$31.8M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$13.1M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$5.68M |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
+$5.39M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$53.3M |
| 2 |
AA
Apriem Advisors
Irvine,
California
|
-$10.3M |
| 3 |
Betterment LLC
New York
|
-$5.99M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.97M |
| 5 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$2.77M |
SCHV Hedge Fund Activity: Q2 2017 in Review
209 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2017, worth a combined $1.29B — up 2.3% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SCHV positions and 11 closed out — a net gain of 16 holders — while 94 added to existing stakes and 58 trimmed.
The largest buyer was UBS Group, adding an estimated $31.8M. The largest seller was Avantax Planning Partners, cutting an estimated $53.3M.
- 209 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2017, up from 195 in Q1 2017.
- Funds reported $1.29B of Schwab US Large-Cap Value ETF stock for Q2 2017, up 2.3% quarter-over-quarter.
- 27 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2017 and 11 closed out, a net change of +16 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q2 2017 was UBS Group, an estimated $31.8M added.
- The largest Schwab US Large-Cap Value ETF seller in Q2 2017 was Avantax Planning Partners, an estimated $53.3M sold.
Based on aggregated 13F filings for Q2 2017.