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Schwab Emerging Markets Equity ETF

264 hedge funds and large institutions have $1.21B invested in Schwab Emerging Markets Equity ETF in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

124% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 59

33% more capital invested

Capital invested by funds: $911M → $1.21B (+$303M)

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

8% more funds holding

Funds holding: 244264 (+20)

1.19% more ownership

Funds ownership: 41.36%42.54% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
264
Holders Change
+20
Holders Change %
+8.2%
% of All Funds
6.57%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.52%
New
41
Increased
132
Reduced
59
Closed
16
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BL
76
BCWM LLC
Kansas
$2.04M +$272K +11,678 +16%
AWM
77
Avior Wealth Management
Nebraska
$2.03M +$133K +5,712 +7%
OCM
78
One Capital Management
California
$2.03M +$119K +5,094 +6%
BAM
79
Berkshire Asset Management
Pennsylvania
$2.02M +$1.96M +84,329 New
FPCP
80
Fort Point Capital Partners
California
$1.99M -$265K -11,374 -12%
IA
81
IFP Advisors
Florida
$1.98M +$470K +20,187 +32%
WAM
82
Watermark Asset Management
California
$1.98M +$1.92M +82,466 New
Jane Street
83
Jane Street
New York
$1.96M +$1.9M +81,790 New
LFA
84
Landmark Financial Advisors
Kentucky
$1.91M +$74.3K +3,190 +4%
ML
85
McAdam LLC
Pennsylvania
$1.89M +$165K +7,081 +10%
UCFA
86
United Capital Financial Advisors
Texas
$1.85M -$258K -11,102 -13%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$1.84M +$548K +23,539 +44%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$1.83M +$156K +6,683 +10%
KKAMG
89
Kernodle & Katon Asset Management Group
Arkansas
$1.82M +$12.4K +532 +0.7%
BSB
90
Bangor Savings Bank
Maine
$1.78M +$194K +8,318 +13%
SHJ
91
Sharkey, Howes & Javer
Colorado
$1.68M +$909K +39,055 +125%
MAS
92
Managed Account Services
Florida
$1.68M -$69.3K -2,978 -4%
BWP
93
BSW Wealth Partners
Colorado
$1.67M -$293K -12,583 -15%
PS
94
Portfolio Solutions
Michigan
$1.66M -$1.12M -47,932 -41%
BFPW
95
BOK Financial Private Wealth
Colorado
$1.59M -$12.6K -540 -0.8%
Betterment LLC
96
Betterment LLC
New York
$1.59M +$873K +37,508 +131%
HIM
97
Harbour Investment Management
Washington
$1.56M +$1.52M +65,127 New
PSUF
98
People's United Financial
Connecticut
$1.54M +$510K +21,924 +52%
AWM
99
AllSquare Wealth Management
New York
$1.51M +$8.38K +360 +0.6%
AA
100
Alesco Advisors
New York
$1.5M +$69.4K +2,982 +5%

SCHE Hedge Fund Activity: Q1 2017 in Review

264 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2017, worth a combined $1.21B — up 33% from $911M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SCHE positions and 16 closed out — a net gain of 25 holders — while 132 added to existing stakes and 59 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $63.8M. The largest seller was Piershale Financial Group, exiting entirely with an estimated $10.7M sold.

  • 264 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2017, up from 244 in Q4 2016.
  • Funds reported $1.21B of Schwab Emerging Markets Equity ETF stock for Q1 2017, up 33% quarter-over-quarter.
  • 41 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2017 and 16 closed out, a net change of +25 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q1 2017 was Charles Schwab Investment Advisory, an estimated $63.8M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q1 2017 was Piershale Financial Group, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2017.