Schwab Emerging Markets Equity ETF
SCHE
642 hedge funds and large institutions have $4.08B invested in Schwab Emerging Markets Equity ETF in 2019 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 271 increasing their positions, 187 reducing their positions, and 24 closing their positions.
396% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 24
66% more funds holding in top 10
Funds holding in top 10: 32 → 53 (+21)
45% more repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 187
16% more funds holding
Funds holding: 555 → 642 (+87)
9% more capital invested
Capital invested by funds: $3.76B → $4.08B (+$323M)
3.93% less ownership
Funds ownership: 63.86% → 59.93% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$50M |
| 2 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$49.8M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$41.5M |
| 4 |
FWM
Focused Wealth Management
Newburgh,
New York
|
+$37M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$29.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$461M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$7.76M |
| 3 |
WAM
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
-$7.55M |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$5.17M |
| 5 |
IWMA
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
-$3.82M |
SCHE Hedge Fund Activity: Q4 2019 in Review
642 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2019, worth a combined $4.08B — up 8.6% from $3.76B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new SCHE positions and 24 closed out — a net gain of 95 holders — while 271 added to existing stakes and 187 trimmed.
The largest buyer was Total Investment Management, opening a new position worth an estimated $50M. The largest seller was Envestnet Asset Management, cutting an estimated $461M.
- 642 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2019, up from 555 in Q3 2019.
- Funds reported $4.08B of Schwab Emerging Markets Equity ETF stock for Q4 2019, up 8.6% quarter-over-quarter.
- 119 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2019 and 24 closed out, a net change of +95 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q4 2019 was Total Investment Management, an estimated $50M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $461M sold.
Based on aggregated 13F filings for Q4 2019.