Schwab Emerging Markets Equity ETF
SCHE
164 hedge funds and large institutions have $284M invested in Schwab Emerging Markets Equity ETF in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 37 reducing their positions, and 12 closing their positions.
122% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 37
117% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 12
9% more funds holding
Funds holding: 150 → 164 (+14)
5% more capital invested
Capital invested by funds: $270M → $284M (+$14M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1.89% less ownership
Funds ownership: 24.15% → 22.26% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIAS
Shine Investment Advisory Services
Lone Tree,
Colorado
|
+$11.9M |
| 2 |
F
FutureAdvisor
San Francisco,
California
|
+$6.71M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.23M |
| 4 |
JFG
JMG Financial Group
Downers Grove,
Illinois
|
+$4.04M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$3.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$13.1M |
| 2 |
SFG
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
-$9.15M |
| 3 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$5.68M |
| 4 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$4.57M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$3.92M |
SCHE Hedge Fund Activity: Q1 2015 in Review
164 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2015, worth a combined $284M — up 5.2% from $270M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SCHE positions and 12 closed out — a net gain of 14 holders — while 82 added to existing stakes and 37 trimmed.
The largest buyer was Shine Investment Advisory Services, opening a new position worth an estimated $11.9M. The largest seller was HighTower Advisors, exiting entirely with an estimated $13.1M sold.
- 164 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2015, up from 150 in Q4 2014.
- Funds reported $284M of Schwab Emerging Markets Equity ETF stock for Q1 2015, up 5.2% quarter-over-quarter.
- 26 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2015 and 12 closed out, a net change of +14 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q1 2015 was Shine Investment Advisory Services, an estimated $11.9M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q1 2015 was HighTower Advisors, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2015.