Schwab US Dividend Equity ETF
SCHD
239 hedge funds and large institutions have $1.18B invested in Schwab US Dividend Equity ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 116 increasing their positions, 61 reducing their positions, and 7 closing their positions.
1,034% more call options, than puts
Call options by funds: $4.6M | Put options by funds: $406K
286% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 7
90% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 61
42% more capital invested
Capital invested by funds: $831M → $1.18B (+$351M)
10.17% more ownership
Funds ownership: 66.25% → 76.42% (+10%)
7% more funds holding
Funds holding: 223 → 239 (+16)
0% more funds holding in top 10
Funds holding in top 10: 19 → 19 (0)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$241M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$39.9M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
+$21.2M |
| 4 |
Citigroup
New York
|
+$8.28M |
| 5 |
GC
Gratus Capital
Atlanta,
Georgia
|
+$6.15M |
Top Sellers
SCHD Hedge Fund Activity: Q3 2016 in Review
239 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q3 2016, worth a combined $1.18B — up 42% from $831M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SCHD positions and 7 closed out — a net gain of 20 holders — while 116 added to existing stakes and 61 trimmed.
The largest buyer was Bank of America, adding an estimated $241M. The largest seller was Hengehold Capital Management, cutting an estimated $16M.
- 239 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q3 2016, up from 223 in Q2 2016.
- Funds reported $1.18B of Schwab US Dividend Equity ETF stock for Q3 2016, up 42% quarter-over-quarter.
- 27 funds opened new Schwab US Dividend Equity ETF positions in Q3 2016 and 7 closed out, a net change of +20 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q3 2016 was Bank of America, an estimated $241M added.
- The largest Schwab US Dividend Equity ETF seller in Q3 2016 was Hengehold Capital Management, an estimated $16M sold.
Based on aggregated 13F filings for Q3 2016.