Schwab US Large- Cap ETF
SCHX
278 hedge funds and large institutions have $2.44B invested in Schwab US Large- Cap ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 135 increasing their positions, 77 reducing their positions, and 15 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 77
73% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 15
14% more capital invested
Capital invested by funds: $2.13B → $2.44B (+$303M)
10% more funds holding in top 10
Funds holding in top 10: 41 → 45 (+4)
9.3% more ownership
Funds ownership: 223.98% → 233.27% (+9.3%)
4% more funds holding
Funds holding: 267 → 278 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$131M |
| 2 |
AB
AT Bancorp
Dubuque,
Iowa
|
+$42.7M |
| 3 |
QI
QS Investors
New York
|
+$20.8M |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$15.6M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$23.9M |
| 2 |
Jane Street
New York
|
-$8.07M |
| 3 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$5.79M |
| 4 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
-$5.65M |
| 5 |
Goldman Sachs
New York
|
-$4.96M |
SCHX Hedge Fund Activity: Q3 2016 in Review
278 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q3 2016, worth a combined $2.44B — up 14% from $2.13B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SCHX positions and 15 closed out — a net gain of 11 holders — while 135 added to existing stakes and 77 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $131M. The largest seller was Financial Management Professionals, cutting an estimated $23.9M.
- 278 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q3 2016, up from 267 in Q2 2016.
- Funds reported $2.44B of Schwab US Large- Cap ETF stock for Q3 2016, up 14% quarter-over-quarter.
- 26 funds opened new Schwab US Large- Cap ETF positions in Q3 2016 and 15 closed out, a net change of +11 holders.
- The largest Schwab US Large- Cap ETF buyer in Q3 2016 was Charles Schwab Investment Advisory, an estimated $131M added.
- The largest Schwab US Large- Cap ETF seller in Q3 2016 was Financial Management Professionals, an estimated $23.9M sold.
Based on aggregated 13F filings for Q3 2016.