Schwab US Large- Cap ETF
SCHX
633 hedge funds and large institutions have $10.9B invested in Schwab US Large- Cap ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 300 increasing their positions, 203 reducing their positions, and 23 closing their positions.
100% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 23
48% more repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 203
14.97% more ownership
Funds ownership: 342.55% → 357.52% (+15%)
12% more capital invested
Capital invested by funds: $9.7B → $10.9B (+$1.16B)
5% more funds holding in top 10
Funds holding in top 10: 123 → 129 (+6)
3% more funds holding
Funds holding: 613 → 633 (+20)
99% less call options, than puts
Call options by funds: $631K | Put options by funds: $57.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
+$387M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$109M |
| 3 |
AA
Apriem Advisors
Irvine,
California
|
+$95.7M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$66.8M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$60.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
-$23.9M |
| 2 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$14.2M |
| 3 |
QI
QS Investors
New York
|
-$9.28M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$5.66M |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$5.18M |
SCHX Hedge Fund Activity: Q3 2019 in Review
633 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q3 2019, worth a combined $10.9B — up 12% from $9.7B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SCHX positions and 23 closed out — a net gain of 23 holders — while 300 added to existing stakes and 203 trimmed.
The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $387M. The largest seller was First Mercantile Trust, cutting an estimated $23.9M.
- 633 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q3 2019, up from 613 in Q2 2019.
- Funds reported $10.9B of Schwab US Large- Cap ETF stock for Q3 2019, up 12% quarter-over-quarter.
- 46 funds opened new Schwab US Large- Cap ETF positions in Q3 2019 and 23 closed out, a net change of +23 holders.
- The largest Schwab US Large- Cap ETF buyer in Q3 2019 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $387M added.
- The largest Schwab US Large- Cap ETF seller in Q3 2019 was First Mercantile Trust, an estimated $23.9M sold.
Based on aggregated 13F filings for Q3 2019.