Schwab US Large- Cap ETF
SCHX
728 hedge funds and large institutions have $11.9B invested in Schwab US Large- Cap ETF in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 288 increasing their positions, 230 reducing their positions, and 30 closing their positions.
347% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 30
25% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 230
20% more funds holding in top 10
Funds holding in top 10: 129 → 155 (+26)
15% more funds holding
Funds holding: 633 → 728 (+95)
10% more capital invested
Capital invested by funds: $10.9B → $11.9B (+$1.05B)
7.54% more ownership
Funds ownership: 357.52% → 365.06% (+7.5%)
99% less call options, than puts
Call options by funds: $677K | Put options by funds: $59.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$147M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$103M |
| 3 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$87.6M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$67.1M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$40.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
-$447M |
| 2 |
AssetMark Inc
Concord,
California
|
-$57.7M |
| 3 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$54.5M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$50.8M |
| 5 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$19.3M |
SCHX Hedge Fund Activity: Q4 2019 in Review
728 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2019, worth a combined $11.9B — up 9.7% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new SCHX positions and 30 closed out — a net gain of 104 holders — while 288 added to existing stakes and 230 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $147M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, cutting an estimated $447M.
- 728 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2019, up from 633 in Q3 2019.
- Funds reported $11.9B of Schwab US Large- Cap ETF stock for Q4 2019, up 9.7% quarter-over-quarter.
- 134 funds opened new Schwab US Large- Cap ETF positions in Q4 2019 and 30 closed out, a net change of +104 holders.
- The largest Schwab US Large- Cap ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $147M added.
- The largest Schwab US Large- Cap ETF seller in Q4 2019 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $447M sold.
Based on aggregated 13F filings for Q4 2019.