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Schwab Emerging Markets Equity ETF

395 hedge funds and large institutions have $2.13B invested in Schwab Emerging Markets Equity ETF in 2017 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 211 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 22

240% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 62

30% more funds holding in top 10

Funds holding in top 10: 3343 (+10)

22% more capital invested

Capital invested by funds: $1.75B → $2.13B (+$387M)

19% more funds holding

Funds holding: 333395 (+62)

4.49% more ownership

Funds ownership: 41.22%45.71% (+4.5%)

Holders
395
Holders Change
+62
Holders Change %
+18.62%
% of All Funds
8.96%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.98%
New
86
Increased
211
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
301
Acorn Wealth Advisors
Michigan
$248K +$235K +8,515 New
GT
302
Greenleaf Trust
Michigan
$247K +$243K +8,830 New
GCA
303
Gradient Capital Advisors
California
$246K +$242K +8,793 New
BJL
304
Brighton Jones LLC
Washington
$245K +$4.83K +175 +2%
MI
305
Moneywise Inc
Virginia
$243K +$8.27K +300 +4%
CA
306
Corrado Advisors
New Jersey
$240K -$1.38K -50 -0.6%
A
307
AdvicePeriod
California
$240K +$237K +8,581 New
WKWM
308
Walter & Keenan Wealth Management
Indiana
$239K +$800 +29 +0.3%
SG
309
StoneX Group
New York
$238K +$235K +8,518 New
HWA
310
Heritage Way Advisors
Illinois
$237K -$7.11K -258 -3%
Janney Montgomery Scott
311
Janney Montgomery Scott
Pennsylvania
$237K +$234K +8,497 New
JMPWA
312
JP Morgan Private Wealth Advisors
California
$231K +$228K +8,259 New
WA
313
Wealth Architects
California
$225K +$13K +471 +6%
SFS
314
Summit Financial Strategies
Ohio
$223K -$4.08K -148 -2%
APSP
315
Asset Planning Services (Pennsylvania)
Pennsylvania
$218K +$4.44K +161 +2%
SI
316
SII Investments
Wisconsin
$218K +$213K +7,738 New
BFM
317
Broadview Financial Management
Wisconsin
$218K +$215K +7,812 New
PV
318
Private Vista
Illinois
$217K -$60.1K -2,180 -22%
SIC
319
Sigma Investment Counselors
Michigan
$214K +$3.94K +143 +2%
SEI Investments
320
SEI Investments
Pennsylvania
$212K +$49.5K +1,794 +31%
HDIM
321
Hanson & Doremus Investment Management
Vermont
$209K +$5.87K +213 +3%
RFA
322
Reilly Financial Advisors
California
$207K +$79.5K +2,882 +64%
OAM
323
Oppenheimer Asset Management
New York
$206K
MGIA
324
Moneta Group Investment Advisors
Missouri
$205K -$24K -871 -11%
EVM
325
Eaton Vance Management
Massachusetts
$200K -$41.3K -1,497 -17%

SCHE Hedge Fund Activity: Q4 2017 in Review

395 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2017, worth a combined $2.13B — up 22% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SCHE positions and 22 closed out — a net gain of 64 holders — while 211 added to existing stakes and 62 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $65.8M. The largest seller was Flow Traders U.S., cutting an estimated $29.8M.

  • 395 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2017, up from 333 in Q3 2017.
  • Funds reported $2.13B of Schwab Emerging Markets Equity ETF stock for Q4 2017, up 22% quarter-over-quarter.
  • 86 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2017 and 22 closed out, a net change of +64 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $65.8M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2017 was Flow Traders U.S., an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2017.