Schwab US Dividend Equity ETF
SCHD
223 hedge funds and large institutions have $831M invested in Schwab US Dividend Equity ETF in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 42 reducing their positions, and 18 closing their positions.
260% more call options, than puts
Call options by funds: $2.84M | Put options by funds: $787K
167% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 18
140% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 42
30% more capital invested
Capital invested by funds: $642M → $831M (+$190M)
14% more funds holding
Funds holding: 195 → 223 (+28)
12% more funds holding in top 10
Funds holding in top 10: 17 → 19 (+2)
6.97% more ownership
Funds ownership: 59.28% → 66.25% (+7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Apriem Advisors
Irvine,
California
|
+$29.1M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$29M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
+$20M |
| 4 |
OIM
Opus Investment Management
Worcester,
Massachusetts
|
+$18.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$7.8M |
| 2 |
LPL Financial
San Diego,
California
|
-$5.81M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$5.51M |
| 4 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$5.36M |
| 5 |
AIG
American International Group
New York
|
-$2.93M |
SCHD Hedge Fund Activity: Q2 2016 in Review
223 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2016, worth a combined $831M — up 30% from $642M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SCHD positions and 18 closed out — a net gain of 30 holders — while 101 added to existing stakes and 42 trimmed.
The largest buyer was Apriem Advisors, opening a new position worth an estimated $29.1M. The largest seller was ProVise Management Group, cutting an estimated $7.8M.
- 223 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2016, up from 195 in Q1 2016.
- Funds reported $831M of Schwab US Dividend Equity ETF stock for Q2 2016, up 30% quarter-over-quarter.
- 48 funds opened new Schwab US Dividend Equity ETF positions in Q2 2016 and 18 closed out, a net change of +30 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q2 2016 was Apriem Advisors, an estimated $29.1M added.
- The largest Schwab US Dividend Equity ETF seller in Q2 2016 was ProVise Management Group, an estimated $7.8M sold.
Based on aggregated 13F filings for Q2 2016.