Schwab Emerging Markets Equity ETF
SCHE
86 hedge funds and large institutions have $158M invested in Schwab Emerging Markets Equity ETF in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 8 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 23
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
14% more capital invested
Capital invested by funds: $139M → $158M (+$19.2M)
8% more funds holding
Funds holding: 80 → 86 (+6)
0.02% less ownership
Funds ownership: 18.08% → 18.06% (-0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$5.33M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$3.71M |
| 3 |
Goldman Sachs
New York
|
+$3.03M |
| 4 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
+$2.65M |
| 5 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.14M |
| 2 |
Jane Street
New York
|
-$3.65M |
| 3 |
Morgan Stanley
New York
|
-$3.63M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.75M |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$744K |
SCHE Hedge Fund Activity: Q3 2013 in Review
86 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q3 2013, worth a combined $158M — up 14% from $139M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SCHE positions and 8 closed out — a net gain of 6 holders — while 44 added to existing stakes and 23 trimmed.
The largest buyer was Piershale Financial Group, opening a new position worth an estimated $5.33M. The largest seller was Envestnet Asset Management, cutting an estimated $4.14M.
- 86 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q3 2013, up from 80 in Q2 2013.
- Funds reported $158M of Schwab Emerging Markets Equity ETF stock for Q3 2013, up 14% quarter-over-quarter.
- 14 funds opened new Schwab Emerging Markets Equity ETF positions in Q3 2013 and 8 closed out, a net change of +6 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q3 2013 was Piershale Financial Group, an estimated $5.33M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q3 2013 was Envestnet Asset Management, an estimated $4.14M sold.
Based on aggregated 13F filings for Q3 2013.