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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
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$749K -$26.2K -949 -3%
DWM
202
Destination Wealth Management
California
$738K +$223K +8,097 +44%
MAS
203
Madden Advisory Services
Florida
$715K +$3.83K +139 +0.5%
Renaissance Technologies
204
Renaissance Technologies
New York
$685K +$676K +24,500 New
NGA
205
Naples Global Advisors
Florida
$683K +$143K +5,175 +27%
RCAG
206
Rehmann Capital Advisory Group
Michigan
$669K +$3.09K +112 +0.5%
TIM
207
Tortoise Investment Management
New York
$664K +$101K +3,650 +18%
WC
208
Westwind Capital
New Mexico
$658K +$649K +23,545 New
CFA
209
Cahill Financial Advisors
Minnesota
$647K +$12.2K +441 +2%
BAM
210
Barrett Asset Management
New York
$647K +$105K +3,825 +20%
FBB
211
Fulton Breakefield Broenniman
Maryland
$639K +$182K +6,603 +41%
DI
212
Diligent Investors
California
$639K +$383K +13,900 +155%
AFA
213
Aurora Financial Advisors
Massachusetts
$633K +$625K +22,679 New
SP
214
Successful Portfolios
Florida
$620K +$612K +22,189 New
CWS
215
Cypress Wealth Services
California
$618K +$610K +22,134 New
CHA
216
Carmichael Hill & Associates
Maryland
$588K +$581K +21,061 New
BCM
217
Breiter Capital Management
Florida
$585K +$577K +20,934 New
SDWMA
218
Schneider Downs Wealth Management Advisors
Pennsylvania
$581K +$46.7K +1,694 +9%
SAM
219
Summit Asset Management
Tennessee
$578K +$63.3K +2,296 +12%
ZB
220
Zions Bancorporation
Utah
$559K
SFG
221
StrategIQ Financial Group
Indiana
$558K -$8.88K -322 -2%
RBC
222
Roble Belko & Company
Pennsylvania
$553K +$19.5K +706 +4%
VCP
223
Vista Capital Partners
Oregon
$550K -$496 -18 -0.1%
IAS
224
IMA Advisory Services
Colorado
$545K +$79.9K +2,898 +17%
BL
225
BFSG LLC
California
$531K +$19.8K +718 +4%

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.