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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
AA
76
Ancora Advisors
Ohio
$4.02M +$290K +10,509 +8%
ODCM
77
Old Dominion Capital Management
Virginia
$3.94M +$23.7K +860 +0.6%
GC
78
Grimes & Company
Massachusetts
$3.93M +$89.5K +3,247 +2%
LIM
79
Leavell Investment Management
Alabama
$3.89M +$518K +18,784 +16%
WCWM
80
Wooster Corthell Wealth Management
Connecticut
$3.79M +$77K +2,794 +2%
BTS
81
BB&T Securities
Virginia
$3.78M +$204K +7,390 +6%
PA
82
Planning Alternatives
Michigan
$3.75M -$9.95K -361 -0.3%
ACM
83
Armbruster Capital Management
New York
$3.7M -$19.7K -713 -0.5%
SHA
84
Seneca House Advisors
Virginia
$3.66M +$3.62M +131,128 New
FWP
85
FAS Wealth Partners
Kansas
$3.54M +$227K +8,248 +7%
UCFA
86
United Capital Financial Advisors
Texas
$3.52M -$8.93K -324 -0.3%
BCP
87
Blackhawk Capital Partners
Wisconsin
$3.46M +$3.41M +123,726 New
SFA
88
Sequoia Financial Advisors
Ohio
$3.41M -$93.9K -3,405 -3%
EK
89
Evensky & Katz
Florida
$3.35M +$168K +6,087 +5%
ACG
90
Allen Capital Group
Nebraska
$3.3M +$3.25M +117,976 New
Brown Advisory
91
Brown Advisory
Maryland
$3.21M +$458K +16,608 +17%
NCM
92
Northwest Capital Management
Oregon
$3.2M +$3.16M +114,437 New
CMP
93
Courage Miller Partners
Virginia
$3.1M +$100K +3,638 +3%
B
94
Bailard
California
$3.08M +$42.2K +1,530 +1%
LPIC
95
LeJeune Puetz Investment Counsel
Michigan
$3.03M +$13.7K +496 +0.5%
RP
96
Rice Partnership
Hawaii
$2.98M +$2.94M +106,620 New
ML
97
McAdam LLC
Pennsylvania
$2.96M
PMG
98
ProVise Management Group
Florida
$2.91M +$277K +10,041 +11%
RW
99
Rand Wealth
Maryland
$2.88M
DP
100
Denver PWM
Colorado
$2.87M +$143K +5,174 +6%

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.