Schwab US Large- Cap ETF
SCHX
245 hedge funds and large institutions have $1.75B invested in Schwab US Large- Cap ETF in 2015 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 104 increasing their positions, 57 reducing their positions, and 14 closing their positions.
15,800% more call options, than puts
Call options by funds: $318K | Put options by funds: $2K
307% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 14
82% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 57
36% more funds holding in top 10
Funds holding in top 10: 28 → 38 (+10)
26% more capital invested
Capital invested by funds: $1.39B → $1.75B (+$357M)
19% more funds holding
Funds holding: 206 → 245 (+39)
12.09% more ownership
Funds ownership: 195.6% → 207.69% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$78.8M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$36.3M |
| 3 |
QI
QS Investors
New York
|
+$25.4M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$21.7M |
| 5 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$17.7M |
| 2 |
SFG
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
-$13.3M |
| 3 |
RWM
RKL Wealth Management
Lancaster,
Pennsylvania
|
-$4.86M |
| 4 |
Morgan Stanley
New York
|
-$3.84M |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$2.44M |
SCHX Hedge Fund Activity: Q4 2015 in Review
245 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2015, worth a combined $1.75B — up 26% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new SCHX positions and 14 closed out — a net gain of 43 holders — while 104 added to existing stakes and 57 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $78.8M. The largest seller was Mariner, cutting an estimated $17.7M.
- 245 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2015, up from 206 in Q3 2015.
- Funds reported $1.75B of Schwab US Large- Cap ETF stock for Q4 2015, up 26% quarter-over-quarter.
- 57 funds opened new Schwab US Large- Cap ETF positions in Q4 2015 and 14 closed out, a net change of +43 holders.
- The largest Schwab US Large- Cap ETF buyer in Q4 2015 was Charles Schwab Investment Advisory, an estimated $78.8M added.
- The largest Schwab US Large- Cap ETF seller in Q4 2015 was Mariner, an estimated $17.7M sold.
Based on aggregated 13F filings for Q4 2015.