Schwab US Large- Cap ETF
SCHX
612 hedge funds and large institutions have $9.71B invested in Schwab US Large- Cap ETF in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 287 increasing their positions, 194 reducing their positions, and 30 closing their positions.
77% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 30
48% more repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 194
13% more capital invested
Capital invested by funds: $8.6B → $9.71B (+$1.11B)
10.5% more ownership
Funds ownership: 332.02% → 342.52% (+11%)
3% more funds holding in top 10
Funds holding in top 10: 120 → 123 (+3)
2% more funds holding
Funds holding: 598 → 612 (+14)
99% less call options, than puts
Call options by funds: $302K | Put options by funds: $56.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$287M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$167M |
| 3 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
+$130M |
| 4 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
+$121M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Apriem Advisors
Irvine,
California
|
-$72.5M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$23M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$16.9M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$12.5M |
| 5 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$10.7M |
SCHX Hedge Fund Activity: Q2 2019 in Review
612 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q2 2019, worth a combined $9.71B — up 13% from $8.6B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SCHX positions and 30 closed out — a net gain of 23 holders — while 287 added to existing stakes and 194 trimmed.
The largest buyer was SEI Investments, adding an estimated $287M. The largest seller was Apriem Advisors, cutting an estimated $72.5M.
- 612 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q2 2019, up from 598 in Q1 2019.
- Funds reported $9.71B of Schwab US Large- Cap ETF stock for Q2 2019, up 13% quarter-over-quarter.
- 53 funds opened new Schwab US Large- Cap ETF positions in Q2 2019 and 30 closed out, a net change of +23 holders.
- The largest Schwab US Large- Cap ETF buyer in Q2 2019 was SEI Investments, an estimated $287M added.
- The largest Schwab US Large- Cap ETF seller in Q2 2019 was Apriem Advisors, an estimated $72.5M sold.
Based on aggregated 13F filings for Q2 2019.