Schwab US Dividend Equity ETF
SCHD
99 hedge funds and large institutions have $272M invested in Schwab US Dividend Equity ETF in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
92% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 24
13% more funds holding
Funds holding: 88 → 99 (+11)
9% more capital invested
Capital invested by funds: $249M → $272M (+$23.5M)
0.84% less ownership
Funds ownership: 50.71% → 49.87% (-0.84%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $428K
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$13.3M |
| 2 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$3.28M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.86M |
| 4 |
AAC
Asset Advisors Corp
Augusta,
Georgia
|
+$2.83M |
| 5 |
DS
DRW Securities
Chicago,
Illinois
|
+$1.57M |
Top Sellers
SCHD Hedge Fund Activity: Q1 2014 in Review
99 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q1 2014, worth a combined $272M — up 9.4% from $249M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SCHD positions and 5 closed out — a net gain of 11 holders — while 46 added to existing stakes and 24 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $13.3M. The largest seller was Horizon Investments, exiting entirely with an estimated $3.67M sold.
- 99 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q1 2014, up from 88 in Q4 2013.
- Funds reported $272M of Schwab US Dividend Equity ETF stock for Q1 2014, up 9.4% quarter-over-quarter.
- 16 funds opened new Schwab US Dividend Equity ETF positions in Q1 2014 and 5 closed out, a net change of +11 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q1 2014 was Goldman Sachs, an estimated $13.3M added.
- The largest Schwab US Dividend Equity ETF seller in Q1 2014 was Horizon Investments, an estimated $3.67M sold.
Based on aggregated 13F filings for Q1 2014.