Schwab US Large- Cap ETF
SCHX
734 hedge funds and large institutions have $14.1B invested in Schwab US Large- Cap ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 267 increasing their positions, 301 reducing their positions, and 40 closing their positions.
45% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 40
11% more capital invested
Capital invested by funds: $12.8B → $14.1B (+$1.38B)
6% more funds holding in top 10
Funds holding in top 10: 143 → 151 (+8)
5.58% more ownership
Funds ownership: 373.97% → 379.55% (+5.6%)
1% more funds holding
Funds holding: 727 → 734 (+7)
11% less repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 301
37% less call options, than puts
Call options by funds: $1.17M | Put options by funds: $1.86M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$98.9M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$45.9M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$44.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$38.5M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$74.7M |
| 2 |
PA
Planning Alternatives
Birmingham,
Michigan
|
-$22.1M |
| 3 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$16.5M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$12.5M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$9.41M |
SCHX Hedge Fund Activity: Q3 2020 in Review
734 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q3 2020, worth a combined $14.1B — up 11% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SCHX positions and 40 closed out — a net gain of 18 holders — while 267 added to existing stakes and 301 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $98.9M. The largest seller was SEI Investments, cutting an estimated $74.7M.
- 734 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q3 2020, up from 727 in Q2 2020.
- Funds reported $14.1B of Schwab US Large- Cap ETF stock for Q3 2020, up 11% quarter-over-quarter.
- 58 funds opened new Schwab US Large- Cap ETF positions in Q3 2020 and 40 closed out, a net change of +18 holders.
- The largest Schwab US Large- Cap ETF buyer in Q3 2020 was Charles Schwab Investment Advisory, an estimated $98.9M added.
- The largest Schwab US Large- Cap ETF seller in Q3 2020 was SEI Investments, an estimated $74.7M sold.
Based on aggregated 13F filings for Q3 2020.