Schwab US Dividend Equity ETF
SCHD
143 hedge funds and large institutions have $639M invested in Schwab US Dividend Equity ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 4 closing their positions.
900% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 4
263% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 19
72% more capital invested
Capital invested by funds: $371M → $639M (+$268M)
31% more funds holding
Funds holding: 109 → 143 (+34)
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
17.43% more ownership
Funds ownership: 53.22% → 70.65% (+17%)
66% less call options, than puts
Call options by funds: $446K | Put options by funds: $1.31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$128M |
| 2 |
W
Wealthfront
Palo Alto,
California
|
+$31M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$9.97M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$8.89M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.58M |
| 2 |
Jane Street
New York
|
-$3.12M |
| 3 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
-$2.19M |
| 4 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$1.32M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$410K |
SCHD Hedge Fund Activity: Q4 2014 in Review
143 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q4 2014, worth a combined $639M — up 72% from $371M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SCHD positions and 4 closed out — a net gain of 36 holders — while 69 added to existing stakes and 19 trimmed.
The largest buyer was Managed Account Advisors, opening a new position worth an estimated $128M. The largest seller was Goldman Sachs, cutting an estimated $3.58M.
- 143 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q4 2014, up from 109 in Q3 2014.
- Funds reported $639M of Schwab US Dividend Equity ETF stock for Q4 2014, up 72% quarter-over-quarter.
- 40 funds opened new Schwab US Dividend Equity ETF positions in Q4 2014 and 4 closed out, a net change of +36 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $128M added.
- The largest Schwab US Dividend Equity ETF seller in Q4 2014 was Goldman Sachs, an estimated $3.58M sold.
Based on aggregated 13F filings for Q4 2014.