Schwab US Dividend Equity ETF
SCHD
149 hedge funds and large institutions have $508M invested in Schwab US Dividend Equity ETF in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 19 closing their positions.
103% more call options, than puts
Call options by funds: $2.02M | Put options by funds: $996K
70% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 40
3% less funds holding
Funds holding: 153 → 149 (-4)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
21.33% less ownership
Funds ownership: 78.12% → 56.8% (-21%)
35% less capital invested
Capital invested by funds: $777M → $508M (-$269M)
Top Buyers
| 1 |
W
Wealthfront
Palo Alto,
California
|
+$11.5M |
| 2 |
Goldman Sachs
New York
|
+$8.61M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$8.47M |
| 4 |
Jane Street
New York
|
+$5.49M |
| 5 |
CC
Curian Capital
Denver,
Colorado
|
+$4.35M |
Top Sellers
SCHD Hedge Fund Activity: Q2 2015 in Review
149 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2015, worth a combined $508M — down 35% from $777M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of SCHD and 17 opened new positions — a net loss of 2 holders — while 40 trimmed existing stakes and 68 added.
The largest buyer was Wealthfront, adding an estimated $11.5M. The largest seller was Managed Account Advisors, cutting an estimated $267M.
- 149 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2015, down from 153 in Q1 2015.
- Funds reported $508M of Schwab US Dividend Equity ETF stock for Q2 2015, down 35% quarter-over-quarter.
- 17 funds opened new Schwab US Dividend Equity ETF positions in Q2 2015 and 19 closed out, a net change of -2 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q2 2015 was Wealthfront, an estimated $11.5M added.
- The largest Schwab US Dividend Equity ETF seller in Q2 2015 was Managed Account Advisors, an estimated $267M sold.
Based on aggregated 13F filings for Q2 2015.