Schwab US Dividend Equity ETF
SCHD
268 hedge funds and large institutions have $1.26B invested in Schwab US Dividend Equity ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 68 reducing their positions, and 25 closing their positions.
163% more call options, than puts
Call options by funds: $1.56M | Put options by funds: $593K
87% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 68
28% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 25
19% more funds holding in top 10
Funds holding in top 10: 21 → 25 (+4)
2% more funds holding
Funds holding: 263 → 268 (+5)
5% more capital invested
Capital invested by funds: $1.2B → $1.26B (+$57.5M)
1.69% less ownership
Funds ownership: 73.39% → 71.7% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$52.4M |
| 2 |
Jane Street
New York
|
+$18.9M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
+$13.5M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$9.16M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$36.6M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$22.6M |
| 3 |
AA
Apriem Advisors
Irvine,
California
|
-$14.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$8.96M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.66M |
SCHD Hedge Fund Activity: Q1 2017 in Review
268 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q1 2017, worth a combined $1.26B — up 4.8% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SCHD positions and 25 closed out — a net gain of 7 holders — while 127 added to existing stakes and 68 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $52.4M. The largest seller was QS Investors, exiting entirely with an estimated $36.6M sold.
- 268 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q1 2017, up from 263 in Q4 2016.
- Funds reported $1.26B of Schwab US Dividend Equity ETF stock for Q1 2017, up 4.8% quarter-over-quarter.
- 32 funds opened new Schwab US Dividend Equity ETF positions in Q1 2017 and 25 closed out, a net change of +7 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q1 2017 was Charles Schwab Investment Advisory, an estimated $52.4M added.
- The largest Schwab US Dividend Equity ETF seller in Q1 2017 was QS Investors, an estimated $36.6M sold.
Based on aggregated 13F filings for Q1 2017.