Schwab US Large- Cap ETF
SCHX
340 hedge funds and large institutions have $3.63B invested in Schwab US Large- Cap ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 176 increasing their positions, 94 reducing their positions, and 18 closing their positions.
111% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 18
87% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 94
18% more capital invested
Capital invested by funds: $3.07B → $3.63B (+$556M)
9% more funds holding in top 10
Funds holding in top 10: 57 → 62 (+5)
6% more funds holding
Funds holding: 322 → 340 (+18)
4.42% more ownership
Funds ownership: 261.33% → 265.75% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$218M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$24.2M |
| 3 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
+$21.3M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$20M |
| 5 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$27.2M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$10.5M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$4.38M |
| 4 |
Jane Street
New York
|
-$3.88M |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$3.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RPG
351
Risk Paradigm Group
Austin,
Texas
| – | -$39.8K | -4,482 | Closed |
|
|
CG
352
Cutler Group
San Francisco,
California
| – | -$41.2K | -4,458 | Closed |
|
|
FTUS
353
Flow Traders U.S.
New York
| – | -$26K | -2,982 | Closed |
|
|
MDCM
354
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| – | -$24K | -2,652 | Closed |
|
|
CIA
355
Cascade Investment Advisors
Oregon City,
Oregon
| – | -$13.6K | -1,530 | Closed |
|
356
First Manhattan
New York
| – | +$776 | +84 | New |
|
SCHX Hedge Fund Activity: Q1 2017 in Review
340 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2017, worth a combined $3.63B — up 18% from $3.07B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SCHX positions and 18 closed out — a net gain of 20 holders — while 176 added to existing stakes and 94 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $218M. The largest seller was Total Investment Management, cutting an estimated $27.2M.
- 340 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2017, up from 322 in Q4 2016.
- Funds reported $3.63B of Schwab US Large- Cap ETF stock for Q1 2017, up 18% quarter-over-quarter.
- 38 funds opened new Schwab US Large- Cap ETF positions in Q1 2017 and 18 closed out, a net change of +20 holders.
- The largest Schwab US Large- Cap ETF buyer in Q1 2017 was Charles Schwab Investment Advisory, an estimated $218M added.
- The largest Schwab US Large- Cap ETF seller in Q1 2017 was Total Investment Management, an estimated $27.2M sold.
Based on aggregated 13F filings for Q1 2017.