Schwab Emerging Markets Equity ETF
SCHE
122 hedge funds and large institutions have $257M invested in Schwab Emerging Markets Equity ETF in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 19 reducing their positions, and 10 closing their positions.
242% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 19
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
41% more capital invested
Capital invested by funds: $182M → $257M (+$74.1M)
13% more funds holding
Funds holding: 108 → 122 (+14)
2.28% more ownership
Funds ownership: 20.33% → 22.6% (+2.3%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$36.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11.1M |
| 3 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$4.64M |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$2.43M |
| 5 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Alpha Capital Management
Austin,
Texas
|
-$5.91M |
| 2 |
TCM
Twele Capital Management
Minnetonka,
Minnesota
|
-$2.36M |
| 3 |
Goldman Sachs
New York
|
-$1.63M |
| 4 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
-$598K |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$476K |
SCHE Hedge Fund Activity: Q2 2014 in Review
122 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2014, worth a combined $257M — up 41% from $182M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SCHE positions and 10 closed out — a net gain of 14 holders — while 65 added to existing stakes and 19 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $36.9M. The largest seller was Alpha Capital Management, exiting entirely with an estimated $5.91M sold.
- 122 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2014, up from 108 in Q1 2014.
- Funds reported $257M of Schwab Emerging Markets Equity ETF stock for Q2 2014, up 41% quarter-over-quarter.
- 24 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2014 and 10 closed out, a net change of +14 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q2 2014 was Charles Schwab Investment Advisory, an estimated $36.9M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q2 2014 was Alpha Capital Management, an estimated $5.91M sold.
Based on aggregated 13F filings for Q2 2014.