Schwab Emerging Markets Equity ETF
SCHE
538 hedge funds and large institutions have $3.21B invested in Schwab Emerging Markets Equity ETF in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 152 reducing their positions, and 29 closing their positions.
186% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 29
66% more repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 152
43% more call options, than puts
Call options by funds: $395K | Put options by funds: $276K
24% more capital invested
Capital invested by funds: $2.58B → $3.21B (+$623M)
9% more funds holding
Funds holding: 494 → 538 (+44)
2% more funds holding in top 10
Funds holding in top 10: 42 → 43 (+1)
1.51% more ownership
Funds ownership: 53.7% → 55.21% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$288M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$41.1M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$32.8M |
| 4 |
Goldman Sachs
New York
|
+$24.2M |
| 5 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$22.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
Hamilton Capital
Columbus,
Ohio
|
-$75.5M |
| 2 |
Rafferty Asset Management
New York
|
-$15.2M |
| 3 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$12.7M |
| 4 |
BlackRock
New York
|
-$12.4M |
| 5 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$6.21M |
SCHE Hedge Fund Activity: Q1 2019 in Review
538 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2019, worth a combined $3.21B — up 24% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new SCHE positions and 29 closed out — a net gain of 54 holders — while 252 added to existing stakes and 152 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $288M. The largest seller was Hamilton Capital, cutting an estimated $75.5M.
- 538 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2019, up from 494 in Q4 2018.
- Funds reported $3.21B of Schwab Emerging Markets Equity ETF stock for Q1 2019, up 24% quarter-over-quarter.
- 83 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2019 and 29 closed out, a net change of +54 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q1 2019 was Financial Engines Advisors, an estimated $288M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q1 2019 was Hamilton Capital, an estimated $75.5M sold.
Based on aggregated 13F filings for Q1 2019.