Schwab Emerging Markets Equity ETF
SCHE
577 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 44 funds opening new positions, 205 increasing their positions, 260 reducing their positions, and 63 closing their positions.
34% more capital invested
Capital invested by funds: $3.15B → $4.21B (+$1.06B)
2.22% more ownership
Funds ownership: 64.06% → 66.28% (+2.2%)
4% less funds holding
Funds holding: 598 → 577 (-21)
13% less funds holding in top 10
Funds holding in top 10: 39 → 34 (-5)
21% less repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 260
30% less first-time investments, than exits
New positions opened: 44 | 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 |
Osaic Holdings
Scottsdale,
Arizona
|
-$173M |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
-$70.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$59.6M |
| 4 |
ACM
Alpha Capital Management
Austin,
Texas
|
-$22.9M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$19.7M |
SCHE Hedge Fund Activity: Q2 2020 in Review
577 of the 4,877 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 44 opened new positions — a net loss of 19 holders — while 260 trimmed existing stakes and 205 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $510M. The largest seller was Osaic Holdings, cutting an estimated $173M.
- 577 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.
- 44 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2020 and 63 closed out, a net change of -19 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 Osaic Holdings, an estimated $173M sold.
Based on aggregated 13F filings for Q2 2020.