Schwab US Large- Cap ETF
SCHX
254 hedge funds and large institutions have $1.99B invested in Schwab US Large- Cap ETF in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 68 reducing their positions, and 27 closing their positions.
74% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 68
37% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 27
14% more capital invested
Capital invested by funds: $1.75B → $1.99B (+$243M)
13.8% more ownership
Funds ownership: 207.69% → 221.49% (+14%)
11% more funds holding in top 10
Funds holding in top 10: 38 → 42 (+4)
4% more funds holding
Funds holding: 245 → 254 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$83.6M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$40M |
| 3 |
QI
QS Investors
New York
|
+$17.6M |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$16.2M |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$17.5M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$12.7M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$9.32M |
| 4 |
Morgan Stanley
New York
|
-$4.52M |
| 5 |
ACM
Argent Capital Management
St Louis,
Missouri
|
-$4.34M |
SCHX Hedge Fund Activity: Q1 2016 in Review
254 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2016, worth a combined $1.99B — up 14% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SCHX positions and 27 closed out — a net gain of 10 holders — while 118 added to existing stakes and 68 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $83.6M. The largest seller was HighTower Advisors, cutting an estimated $17.5M.
- 254 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2016, up from 245 in Q4 2015.
- Funds reported $1.99B of Schwab US Large- Cap ETF stock for Q1 2016, up 14% quarter-over-quarter.
- 37 funds opened new Schwab US Large- Cap ETF positions in Q1 2016 and 27 closed out, a net change of +10 holders.
- The largest Schwab US Large- Cap ETF buyer in Q1 2016 was Charles Schwab Investment Advisory, an estimated $83.6M added.
- The largest Schwab US Large- Cap ETF seller in Q1 2016 was HighTower Advisors, an estimated $17.5M sold.
Based on aggregated 13F filings for Q1 2016.