Schwab Emerging Markets Equity ETF
SCHE
578 hedge funds and large institutions have $4.21B invested in Schwab Emerging Markets Equity ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 206 increasing their positions, 259 reducing their positions, and 63 closing their positions.
34% more capital invested
Capital invested by funds: $3.15B → $4.21B (+$1.06B)
5.38% more ownership
Funds ownership: 60.9% → 66.28% (+5.4%)
3% less funds holding
Funds holding: 598 → 578 (-20)
13% less funds holding in top 10
Funds holding in top 10: 39 → 34 (-5)
20% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 259
29% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$510M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$104M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$36.8M |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
+$33.2M |
| 5 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Sunbelt Securities
Houston,
Texas
|
-$70.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$59.6M |
| 3 |
ACM
Alpha Capital Management
Austin,
Texas
|
-$22.9M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$19.7M |
| 5 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$19.2M |
SCHE Hedge Fund Activity: Q2 2020 in Review
578 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2020, worth a combined $4.21B — up 34% from $3.15B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of SCHE and 45 opened new positions — a net loss of 18 holders — while 259 trimmed existing stakes and 206 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $510M. The largest seller was Sunbelt Securities, exiting entirely with an estimated $70.2M sold.
- 578 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2020, down from 598 in Q1 2020.
- Funds reported $4.21B of Schwab Emerging Markets Equity ETF stock for Q2 2020, up 34% quarter-over-quarter.
- 45 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2020 and 63 closed out, a net change of -18 holders.
- The largest Schwab Emerging Markets Equity ETF buyer in Q2 2020 was Charles Schwab Investment Advisory, an estimated $510M added.
- The largest Schwab Emerging Markets Equity ETF seller in Q2 2020 was Sunbelt Securities, an estimated $70.2M sold.
Based on aggregated 13F filings for Q2 2020.