Schwab US Large-Cap Value ETF
SCHV
538 hedge funds and large institutions have $6.1B invested in Schwab US Large-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 231 increasing their positions, 160 reducing their positions, and 38 closing their positions.
79% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 38
44% more repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 160
10% more capital invested
Capital invested by funds: $5.55B → $6.1B (+$550M)
8% more funds holding in top 10
Funds holding in top 10: 53 → 57 (+4)
5% more funds holding
Funds holding: 512 → 538 (+26)
4% less call options, than puts
Call options by funds: $437K | Put options by funds: $457K
6.38% less ownership
Funds ownership: 205.9% → 199.52% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Mather Group
Chicago,
Illinois
|
+$44.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$35.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$29.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.6M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$75M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$63.7M |
| 3 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$28.8M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$23.2M |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$20.5M |
SCHV Hedge Fund Activity: Q1 2021 in Review
538 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2021, worth a combined $6.1B — up 9.9% from $5.55B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SCHV positions and 38 closed out — a net gain of 30 holders — while 231 added to existing stakes and 160 trimmed.
The largest buyer was Mather Group, adding an estimated $44.6M. The largest seller was Financial Engines Advisors, cutting an estimated $75M.
- 538 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2021, up from 512 in Q4 2020.
- Funds reported $6.1B of Schwab US Large-Cap Value ETF stock for Q1 2021, up 9.9% quarter-over-quarter.
- 68 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2021 and 38 closed out, a net change of +30 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q1 2021 was Mather Group, an estimated $44.6M added.
- The largest Schwab US Large-Cap Value ETF seller in Q1 2021 was Financial Engines Advisors, an estimated $75M sold.
Based on aggregated 13F filings for Q1 2021.