Schwab Emerging Markets Equity ETF
SCHE
109 hedge funds and large institutions have $197M invested in Schwab Emerging Markets Equity ETF in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 7 closing their positions.
329% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 7
158% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 19
27% more funds holding
Funds holding: 86 → 109 (+23)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
25% more capital invested
Capital invested by funds: $158M → $197M (+$38.9M)
3.79% more ownership
Funds ownership: 18.06% → 21.86% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$18.3M |
| 2 |
ACM
Alpha Capital Management
Austin,
Texas
|
+$5.28M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$3.73M |
| 4 |
BL
BCWM LLC
Overland Park,
Kansas
|
+$2.87M |
| 5 |
AA
Apriem Advisors
Irvine,
California
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$5.59M |
| 2 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
-$5.27M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$4.04M |
| 4 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
-$3.79M |
| 5 |
Goldman Sachs
New York
|
-$3.17M |
SCHE Hedge Fund Activity: Q4 2013 in Review
109 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2013, worth a combined $197M — up 25% from $158M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SCHE positions and 7 closed out — a net gain of 23 holders — while 49 added to existing stakes and 19 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $18.3M. The largest seller was Piershale Financial Group, cutting an estimated $5.59M.
- 109 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2013, up from 86 in Q3 2013.
- Funds reported $197M of Schwab Emerging Markets Equity ETF stock for Q4 2013, up 25% quarter-over-quarter.
- 30 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2013 and 7 closed out, a net change of +23 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q4 2013 was Susquehanna International Group, an estimated $18.3M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q4 2013 was Piershale Financial Group, an estimated $5.59M sold.
Based on aggregated 13F filings for Q4 2013.