Schwab Emerging Markets Equity ETF
SCHE
108 hedge funds and large institutions have $182M invested in Schwab Emerging Markets Equity ETF in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 14 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 32
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
1% less funds holding
Funds holding: 109 → 108 (-1)
1.53% less ownership
Funds ownership: 21.86% → 20.33% (-1.5%)
7% less capital invested
Capital invested by funds: $197M → $182M (-$14.8M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $290K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$5.41M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$3.87M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$3.81M |
| 4 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
+$3M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$20.2M |
| 2 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$7.96M |
| 3 |
AA
Apriem Advisors
Irvine,
California
|
-$3.61M |
| 4 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
-$2.23M |
| 5 |
EMA
Efficient Market Advisors
San Diego,
California
|
-$2.14M |
SCHE Hedge Fund Activity: Q1 2014 in Review
108 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2014, worth a combined $182M — down 7.5% from $197M a quarter earlier.
Fund positioning in SCHE was balanced in Q1 2014: 14 funds opened new positions, 14 closed out, 52 added to existing stakes and 32 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $5.41M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $20.2M sold.
- 108 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2014, down from 109 in Q4 2013.
- Funds reported $182M of Schwab Emerging Markets Equity ETF stock for Q1 2014, down 7.5% quarter-over-quarter.
- 14 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2014 and 14 closed out, a net change of 0 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q1 2014 was United Capital Financial Advisors, an estimated $5.41M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q1 2014 was Susquehanna International Group, an estimated $20.2M sold.
Based on aggregated 13F filings for Q1 2014.