Schwab US Large- Cap ETF
SCHX
183 hedge funds and large institutions have $1.08B invested in Schwab US Large- Cap ETF in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 91 increasing their positions, 31 reducing their positions, and 9 closing their positions.
356% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 9
345% more capital inflows, than outflows
Capital inflows: $184M | Capital outflows: $41.3M
194% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 31
23% more funds holding in top 10
Funds holding in top 10: 22 → 27 (+5)
20% more funds holding
Funds holding: 153 → 183 (+30)
31% less call options, than puts
Call options by funds: $446K | Put options by funds: $648K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Destination Wealth Management
Walnut Creek,
California
|
+$17.6M |
| 2 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
+$16.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.19M |
| 4 |
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$7.72M |
| 5 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$7.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AHS
Aspiriant Holdings S3
Los Angeles,
California
|
-$17M |
| 2 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$9.32M |
| 3 |
Tower Research Capital (TRC)
New York
|
-$3.46M |
| 4 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
-$3.05M |
| 5 |
CCM
CWH Capital Management
Spokane,
Washington
|
-$2.27M |
SCHX Hedge Fund Activity: Q4 2014 in Review
183 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2014, worth a combined $1.08B — up 20% from $899M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SCHX positions and 9 closed out — a net gain of 32 holders — while 91 added to existing stakes and 31 trimmed.
The largest buyer was Destination Wealth Management, adding an estimated $17.6M. The largest seller was Aspiriant Holdings S3, cutting an estimated $17M.
- 183 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2014, up from 153 in Q3 2014.
- Funds reported $1.08B of Schwab US Large- Cap ETF stock for Q4 2014, up 20% quarter-over-quarter.
- 41 funds opened new Schwab US Large- Cap ETF positions in Q4 2014 and 9 closed out, a net change of +32 holders.
- The largest Schwab US Large- Cap ETF buyer in Q4 2014 was Destination Wealth Management, an estimated $17.6M added.
- The largest Schwab US Large- Cap ETF seller in Q4 2014 was Aspiriant Holdings S3, an estimated $17M sold.
Based on aggregated 13F filings for Q4 2014.