Schwab Emerging Markets Equity ETF
SCHE
333 hedge funds and large institutions have $1.75B invested in Schwab Emerging Markets Equity ETF in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 162 increasing their positions, 77 reducing their positions, and 15 closing their positions.
267% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 15
110% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 77
38% more funds holding in top 10
Funds holding in top 10: 24 → 33 (+9)
26% more capital invested
Capital invested by funds: $1.38B → $1.75B (+$364M)
13% more funds holding
Funds holding: 294 → 333 (+39)
3.29% more ownership
Funds ownership: 37.93% → 41.22% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$67.3M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$56.7M |
| 3 |
HHGC
Hunting Hill Global Capital
New York
|
+$13.7M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$12.4M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Alpha Capital Management
Austin,
Texas
|
-$12.4M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$9.85M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.73M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.88M |
| 5 |
BlackRock
New York
|
-$1.61M |
SCHE Hedge Fund Activity: Q3 2017 in Review
333 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q3 2017, worth a combined $1.75B — up 26% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SCHE positions and 15 closed out — a net gain of 40 holders — while 162 added to existing stakes and 77 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $67.3M. The largest seller was Alpha Capital Management, cutting an estimated $12.4M.
- 333 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q3 2017, up from 294 in Q2 2017.
- Funds reported $1.75B of Schwab Emerging Markets Equity ETF stock for Q3 2017, up 26% quarter-over-quarter.
- 55 funds opened new Schwab Emerging Markets Equity ETF positions in Q3 2017 and 15 closed out, a net change of +40 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q3 2017 was Financial Engines Advisors, an estimated $67.3M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q3 2017 was Alpha Capital Management, an estimated $12.4M sold.
Based on aggregated 13F filings for Q3 2017.