Schwab US Dividend Equity ETF
SCHD
88 hedge funds and large institutions have $252M invested in Schwab US Dividend Equity ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 2 closing their positions.
1,350% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 2
388% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 8
44% more funds holding
Funds holding: 61 → 88 (+27)
39% more capital invested
Capital invested by funds: $182M → $252M (+$70.1M)
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
4.94% more ownership
Funds ownership: 45.77% → 50.71% (+4.9%)
54% less call options, than puts
Call options by funds: $249K | Put options by funds: $543K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAC
Asset Advisors Corp
Augusta,
Georgia
|
+$5.74M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.74M |
| 3 |
Goldman Sachs
New York
|
+$3.61M |
| 4 |
SG Americas Securities
New York
|
+$2.54M |
| 5 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$2.49M |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.41M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.3M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$228K |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$68K |
SCHD Hedge Fund Activity: Q4 2013 in Review
88 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q4 2013, worth a combined $252M — up 39% from $182M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SCHD positions and 2 closed out — a net gain of 27 holders — while 39 added to existing stakes and 8 trimmed.
The largest buyer was Asset Advisors Corp, adding an estimated $5.74M. The largest seller was Hengehold Capital Management, cutting an estimated $2.49M.
- 88 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q4 2013, up from 61 in Q3 2013.
- Funds reported $252M of Schwab US Dividend Equity ETF stock for Q4 2013, up 39% quarter-over-quarter.
- 29 funds opened new Schwab US Dividend Equity ETF positions in Q4 2013 and 2 closed out, a net change of +27 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q4 2013 was Asset Advisors Corp, an estimated $5.74M added.
- The largest Schwab US Dividend Equity ETF seller in Q4 2013 was Hengehold Capital Management, an estimated $2.49M sold.
Based on aggregated 13F filings for Q4 2013.