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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
KFA
376
Kabarec Financial Advisors
Illinois
$9K +$9.24K +335 New
HCM
377
Horrell Capital Management
Arkansas
$7K
AIA
378
Arcadia Investment Advisors
Idaho
$6.82K +$6.73K +244 New
TVWM
379
Tower View Wealth Management
Wisconsin
$6K +$5.43K +197 New
ME
380
McIlrath & Eck
Washington
$5K +$4.83K +175 New
ECM
381
Exchange Capital Management
Michigan
$4K +$414 +15 +12%
WWMSC
382
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$6.42K +233 New
PK
383
Pflug Koory
Nebraska
$3K
SPIA
384
Steward Partners Investment Advisory
New York
$3K
SFG
385
SevenBridge Financial Group
Pennsylvania
$3K +$3.03K +110 New
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$2K
FA
387
Fagan Associates
New York
$1.54K +$421K +15,258 +38%
PP
388
Pension Partners
New York
$1.21K +$1.2M +43,400 New
RCA
389
Rowland Carmichael Advisors
Arizona
$1K
WCM
390
Whitener Capital Management
North Carolina
$1K +$1.27K +46 New
GEA
391
Glen Eagle Advisors
New Jersey
$503 +$496 +18 New
ACM
392
Alpha Capital Management
Texas
-$14.5M -539,030 Closed
PFG
393
Piershale Financial Group
Illinois
-$12.6M -469,785 Closed
OMC
394
Old Mission Capital
Illinois
-$8.46M -314,416 Closed
BL
395
BCWM LLC
Kansas
-$2.43M -90,315 Closed
VF
396
Virtu Financial
New York
-$2.15M -79,905 Closed
SIA
397
Starfire Investment Advisers
Michigan
-$749K -27,868 Closed
WP
398
WealthPLAN Partners
Nebraska
-$623K -23,136 Closed
PFA
399
Pure Financial Advisors
California
-$580K -21,566 Closed
PP
400
Paloma Partners
Connecticut
-$576K -21,418 Closed

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.