Schwab US Dividend Equity ETF
SCHD
109 hedge funds and large institutions have $371M invested in Schwab US Dividend Equity ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 7 closing their positions.
127% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 26
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
15% more capital invested
Capital invested by funds: $324M → $371M (+$47.8M)
3% more funds holding
Funds holding: 106 → 109 (+3)
2.69% more ownership
Funds ownership: 50.53% → 53.22% (+2.7%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $837K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$11.2M |
| 2 |
CC
Curian Capital
Denver,
Colorado
|
+$8.37M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
+$7.12M |
| 4 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$4.89M |
| 5 |
Bank of New York Mellon
New York
|
+$4.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.39M |
| 2 |
Citigroup
New York
|
-$1.93M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$962K |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$775K |
| 5 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$506K |
SCHD Hedge Fund Activity: Q3 2014 in Review
109 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q3 2014, worth a combined $371M — up 15% from $324M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SCHD positions and 7 closed out — a net gain of 3 holders — while 59 added to existing stakes and 26 trimmed.
The largest buyer was Madison Investment Holdings, adding an estimated $11.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.39M sold.
- 109 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q3 2014, up from 106 in Q2 2014.
- Funds reported $371M of Schwab US Dividend Equity ETF stock for Q3 2014, up 15% quarter-over-quarter.
- 10 funds opened new Schwab US Dividend Equity ETF positions in Q3 2014 and 7 closed out, a net change of +3 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q3 2014 was Madison Investment Holdings, an estimated $11.2M added.
- The largest Schwab US Dividend Equity ETF seller in Q3 2014 was Susquehanna International Group, an estimated $2.39M sold.
Based on aggregated 13F filings for Q3 2014.