Schwab Emerging Markets Equity ETF
SCHE
185 hedge funds and large institutions have $505M invested in Schwab Emerging Markets Equity ETF in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 59 reducing their positions, and 23 closing their positions.
86% more funds holding in top 10
Funds holding in top 10: 7 → 13 (+6)
83% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 23
27% more capital invested
Capital invested by funds: $397M → $505M (+$108M)
20% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 59
10% more funds holding
Funds holding: 168 → 185 (+17)
3.51% more ownership
Funds ownership: 30.73% → 34.24% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$46.9M |
| 2 |
BlackRock
New York
|
+$21.7M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11.7M |
| 4 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$11.3M |
| 5 |
BO
BRR OpCo
Columbus,
Ohio
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$11.5M |
| 2 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$9.63M |
| 3 |
Jane Street
New York
|
-$6.33M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.03M |
| 5 |
Bank of New York Mellon
New York
|
-$3.9M |
SCHE Hedge Fund Activity: Q4 2015 in Review
185 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2015, worth a combined $505M — up 27% from $397M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SCHE positions and 23 closed out — a net gain of 19 holders — while 71 added to existing stakes and 59 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $46.9M. The largest seller was Brouwer & Janachowski, exiting entirely with an estimated $11.5M sold.
- 185 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2015, up from 168 in Q3 2015.
- Funds reported $505M of Schwab Emerging Markets Equity ETF stock for Q4 2015, up 27% quarter-over-quarter.
- 42 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2015 and 23 closed out, a net change of +19 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q4 2015 was Charles Schwab Investment Advisory, an estimated $46.9M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q4 2015 was Brouwer & Janachowski, an estimated $11.5M sold.
Based on aggregated 13F filings for Q4 2015.