Schwab US Dividend Equity ETF
SCHD
263 hedge funds and large institutions have $1.2B invested in Schwab US Dividend Equity ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 63 reducing their positions, and 10 closing their positions.
1,091% more call options, than puts
Call options by funds: $5.29M | Put options by funds: $444K
300% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 10
95% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 63
11% more funds holding in top 10
Funds holding in top 10: 19 → 21 (+2)
10% more funds holding
Funds holding: 239 → 263 (+24)
2% more capital invested
Capital invested by funds: $1.18B → $1.2B (+$18.2M)
3.03% less ownership
Funds ownership: 76.42% → 73.39% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
+$35.8M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$31.3M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$6.57M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.93M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$240M |
| 2 |
AA
Apriem Advisors
Irvine,
California
|
-$9.7M |
| 3 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$8.81M |
| 4 |
W
Wealthfront
Palo Alto,
California
|
-$7.58M |
| 5 |
OIM
Opus Investment Management
Worcester,
Massachusetts
|
-$7.25M |
SCHD Hedge Fund Activity: Q4 2016 in Review
263 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q4 2016, worth a combined $1.2B — up 1.5% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SCHD positions and 10 closed out — a net gain of 30 holders — while 123 added to existing stakes and 63 trimmed.
The largest buyer was QS Investors, opening a new position worth an estimated $35.8M. The largest seller was Bank of America, cutting an estimated $240M.
- 263 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q4 2016, up from 239 in Q3 2016.
- Funds reported $1.2B of Schwab US Dividend Equity ETF stock for Q4 2016, up 1.5% quarter-over-quarter.
- 40 funds opened new Schwab US Dividend Equity ETF positions in Q4 2016 and 10 closed out, a net change of +30 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q4 2016 was QS Investors, an estimated $35.8M added.
- The largest Schwab US Dividend Equity ETF seller in Q4 2016 was Bank of America, an estimated $240M sold.
Based on aggregated 13F filings for Q4 2016.