Schwab US Dividend Equity ETF
SCHD
393 hedge funds and large institutions have $1.96B invested in Schwab US Dividend Equity ETF in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 144 increasing their positions, 88 reducing their positions, and 18 closing their positions.
511% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 18
92% more call options, than puts
Call options by funds: $1.25M | Put options by funds: $650K
64% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 88
61% more funds holding in top 10
Funds holding in top 10: 23 → 37 (+14)
30% more funds holding
Funds holding: 302 → 393 (+91)
28% more capital invested
Capital invested by funds: $1.53B → $1.96B (+$432M)
6.88% more ownership
Funds ownership: 76.43% → 83.31% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
+$39.9M |
| 2 |
WMA
White Mountains Advisors
Guilford,
Connecticut
|
+$28.8M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$28.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$26.5M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$15.7M |
| 2 |
TSS
Two Sigma Securities
New York
|
-$9.68M |
| 3 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$5.15M |
| 4 |
O
OppenheimerFunds
New York
|
-$4.02M |
| 5 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
-$3.62M |
SCHD Hedge Fund Activity: Q4 2017 in Review
393 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q4 2017, worth a combined $1.96B — up 28% from $1.53B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new SCHD positions and 18 closed out — a net gain of 92 holders — while 144 added to existing stakes and 88 trimmed.
The largest buyer was QS Investors, adding an estimated $39.9M. The largest seller was Avantax Planning Partners, cutting an estimated $15.7M.
- 393 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q4 2017, up from 302 in Q3 2017.
- Funds reported $1.96B of Schwab US Dividend Equity ETF stock for Q4 2017, up 28% quarter-over-quarter.
- 110 funds opened new Schwab US Dividend Equity ETF positions in Q4 2017 and 18 closed out, a net change of +92 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q4 2017 was QS Investors, an estimated $39.9M added.
- The largest Schwab US Dividend Equity ETF seller in Q4 2017 was Avantax Planning Partners, an estimated $15.7M sold.
Based on aggregated 13F filings for Q4 2017.