Schwab Emerging Markets Equity ETF
SCHE
202 hedge funds and large institutions have $664M invested in Schwab Emerging Markets Equity ETF in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 18 closing their positions.
33% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 18
16% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 70
9% more capital invested
Capital invested by funds: $606M → $664M (+$57.5M)
2% more funds holding
Funds holding: 199 → 202 (+3)
0.33% less ownership
Funds ownership: 37.17% → 36.84% (-0.33%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$38M |
| 2 |
PAM
Premier Asset Management
Chicago,
Illinois
|
+$6.36M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$4.03M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.63M |
| 5 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$7.88M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$7.55M |
| 3 |
BL
BCWM LLC
Overland Park,
Kansas
|
-$4.39M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.18M |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$1.67M |
SCHE Hedge Fund Activity: Q2 2016 in Review
202 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2016, worth a combined $664M — up 9.5% from $606M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SCHE positions and 18 closed out — a net gain of 6 holders — while 81 added to existing stakes and 70 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $38M. The largest seller was Avidian Wealth Enterprises, exiting entirely with an estimated $7.88M sold.
- 202 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2016, up from 199 in Q1 2016.
- Funds reported $664M of Schwab Emerging Markets Equity ETF stock for Q2 2016, up 9.5% quarter-over-quarter.
- 24 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2016 and 18 closed out, a net change of +6 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q2 2016 was Charles Schwab Investment Advisory, an estimated $38M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q2 2016 was Avidian Wealth Enterprises, an estimated $7.88M sold.
Based on aggregated 13F filings for Q2 2016.