Schwab US Dividend Equity ETF
SCHD
415 hedge funds and large institutions have $1.98B invested in Schwab US Dividend Equity ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 161 increasing their positions, 130 reducing their positions, and 31 closing their positions.
163% more call options, than puts
Call options by funds: $2.22M | Put options by funds: $846K
32% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 31
24% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 130
2% more funds holding
Funds holding: 407 → 415 (+8)
3% more capital invested
Capital invested by funds: $1.92B → $1.98B (+$65.7M)
0.1% more ownership
Funds ownership: 81.28% → 81.38% (+0.1%)
18% less funds holding in top 10
Funds holding in top 10: 34 → 28 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$48.6M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$15.7M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$11.8M |
| 4 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$9.77M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$25.8M |
| 2 |
W
Wealthfront
Palo Alto,
California
|
-$22.6M |
| 3 |
SMG
Spectrum Management Group
Indianapolis,
Indiana
|
-$10.7M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$6.65M |
| 5 |
WC
Westwind Capital
Las Cruces,
New Mexico
|
-$5.38M |
SCHD Hedge Fund Activity: Q2 2018 in Review
415 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2018, worth a combined $1.98B — up 3.4% from $1.92B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SCHD positions and 31 closed out — a net gain of 10 holders — while 161 added to existing stakes and 130 trimmed.
The largest buyer was UBS Group, adding an estimated $48.6M. The largest seller was QS Investors, cutting an estimated $25.8M.
- 415 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2018, up from 407 in Q1 2018.
- Funds reported $1.98B of Schwab US Dividend Equity ETF stock for Q2 2018, up 3.4% quarter-over-quarter.
- 41 funds opened new Schwab US Dividend Equity ETF positions in Q2 2018 and 31 closed out, a net change of +10 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q2 2018 was UBS Group, an estimated $48.6M added.
- The largest Schwab US Dividend Equity ETF seller in Q2 2018 was QS Investors, an estimated $25.8M sold.
Based on aggregated 13F filings for Q2 2018.