Schwab US Large-Cap Value ETF
SCHV
214 hedge funds and large institutions have $1.52B invested in Schwab US Large-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 107 increasing their positions, 58 reducing their positions, and 10 closing their positions.
84% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 58
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
18% more capital invested
Capital invested by funds: $1.29B → $1.52B (+$228M)
13.04% more ownership
Funds ownership: 111.22% → 124.26% (+13%)
2% more funds holding
Funds holding: 209 → 214 (+5)
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$101M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$31.3M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$9.5M |
| 4 |
I
INVST
Indianapolis,
Indiana
|
+$5.11M |
| 5 |
MA
MUFG Americas
New York
|
+$4.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
-$4.58M |
| 2 |
Jane Street
New York
|
-$3.74M |
| 3 |
Betterment LLC
New York
|
-$3.16M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$690K |
SCHV Hedge Fund Activity: Q3 2017 in Review
214 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2017, worth a combined $1.52B — up 18% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SCHV positions and 10 closed out — a net gain of 6 holders — while 107 added to existing stakes and 58 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $101M. The largest seller was Guidant Wealth Advisors, exiting entirely with an estimated $4.58M sold.
- 214 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2017, up from 209 in Q2 2017.
- Funds reported $1.52B of Schwab US Large-Cap Value ETF stock for Q3 2017, up 18% quarter-over-quarter.
- 16 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2017 and 10 closed out, a net change of +6 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q3 2017 was Financial Engines Advisors, an estimated $101M added.
- The largest Schwab US Large-Cap Value ETF seller in Q3 2017 was Guidant Wealth Advisors, an estimated $4.58M sold.
Based on aggregated 13F filings for Q3 2017.