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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
AOWM
126
Alpha Omega Wealth Management
Virginia
$889K
BBPWM
127
Blue Bell Private Wealth Management
Pennsylvania
$867K +$44.7K +1,919 +6%
Bank of New York Mellon
128
Bank of New York Mellon
New York
$834K +$19.4K +834 +2%
CC
129
Callan Capital
California
$815K +$67K +2,877 +9%
NPC
130
National Planning Corporation
California
$774K +$743K +31,915 New
FLPIM
131
F.L. Putnam Investment Management
Massachusetts
$757K +$331K +14,202 +82%
AA
132
Advisory Alpha
Michigan
$749K +$728K +31,257 New
AIM
133
Aspen Investment Management
Michigan
$673K +$322K +13,828 +97%
CA
134
Capital Advantage
California
$662K -$48K -2,060 -7%
BCI
135
Brinker Capital Investments
Pennsylvania
$661K -$915K -39,300 -59%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$628K +$500K +21,472 +453%
MAS
137
Madden Advisory Services
Florida
$614K +$4.91K +211 +0.8%
SWM
138
SVA Wealth Management
Wisconsin
$594K +$255K +10,965 +79%
RCAG
139
Rehmann Capital Advisory Group
Michigan
$571K
SWM
140
Stockman Wealth Management
Montana
$551K +$136K +5,843 +34%
WA
141
WBH Advisory
Maryland
$548K +$139K +5,953 +35%
Koshinski Asset Management
142
Koshinski Asset Management
Illinois
$543K +$188K +8,072 +55%
SIA
143
Starfire Investment Advisers
Michigan
$531K +$61.5K +2,640 +14%
BC
144
Barnett & Company
Tennessee
$520K +$166K +7,125 +49%
SFG
145
StrategIQ Financial Group
Indiana
$512K +$36.8K +1,579 +8%
BL
146
BFSG LLC
California
$508K +$493K +21,177 New
CCA
147
Clearwater Capital Advisors
Illinois
$499K +$48.8K +2,097 +11%
DWM
148
Destination Wealth Management
California
$489K -$339K -14,550 -42%
VCP
149
Vista Capital Partners
Oregon
$489K +$8.34K +358 +2%
FA
150
Fagan Associates
New York
$480K +$118K +5,055 +34%

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.