Schwab Emerging Markets Equity ETF
SCHE
244 hedge funds and large institutions have $911M invested in Schwab Emerging Markets Equity ETF in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 41 reducing their positions, and 19 closing their positions.
205% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 41
163% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 19
42% more funds holding in top 10
Funds holding in top 10: 12 → 17 (+5)
19% more capital invested
Capital invested by funds: $767M → $911M (+$144M)
12% more funds holding
Funds holding: 217 → 244 (+27)
4.92% more ownership
Funds ownership: 36.44% → 41.36% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$40.5M |
| 2 |
ACM
Alpha Capital Management
Austin,
Texas
|
+$16.5M |
| 3 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
+$13.3M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$11.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Appleton Group
Appleton,
Wisconsin
|
-$6.7M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$6.51M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.65M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.24M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$1.22M |
SCHE Hedge Fund Activity: Q4 2016 in Review
244 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2016, worth a combined $911M — up 19% from $767M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SCHE positions and 19 closed out — a net gain of 31 holders — while 125 added to existing stakes and 41 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $40.5M. The largest seller was Appleton Group, exiting entirely with an estimated $6.7M sold.
- 244 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2016, up from 217 in Q3 2016.
- Funds reported $911M of Schwab Emerging Markets Equity ETF stock for Q4 2016, up 19% quarter-over-quarter.
- 50 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2016 and 19 closed out, a net change of +31 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q4 2016 was Charles Schwab Investment Advisory, an estimated $40.5M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q4 2016 was Appleton Group, an estimated $6.7M sold.
Based on aggregated 13F filings for Q4 2016.