Schwab US Mid-Cap ETF
SCHM
549 hedge funds and large institutions have $2.87B invested in Schwab US Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 263 increasing their positions, 185 reducing their positions, and 25 closing their positions.
48% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 25
42% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 185
9% more capital invested
Capital invested by funds: $2.64B → $2.87B (+$236M)
7.21% more ownership
Funds ownership: 127.22% → 134.43% (+7.2%)
2% more funds holding
Funds holding: 540 → 549 (+9)
0% more funds holding in top 10
Funds holding in top 10: 74 → 74 (0)
99% less call options, than puts
Call options by funds: $583K | Put options by funds: $47.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$107M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$69.4M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$27.4M |
| 4 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$23.8M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$31.8M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$24.9M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$21M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$7.83M |
| 5 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
-$7.26M |
SCHM Hedge Fund Activity: Q3 2019 in Review
549 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q3 2019, worth a combined $2.87B — up 8.9% from $2.64B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SCHM positions and 25 closed out — a net gain of 12 holders — while 263 added to existing stakes and 185 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $107M. The largest seller was Morgan Stanley, cutting an estimated $31.8M.
- 549 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q3 2019, up from 540 in Q2 2019.
- Funds reported $2.87B of Schwab US Mid-Cap ETF stock for Q3 2019, up 8.9% quarter-over-quarter.
- 37 funds opened new Schwab US Mid-Cap ETF positions in Q3 2019 and 25 closed out, a net change of +12 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $107M added.
- The largest Schwab US Mid-Cap ETF seller in Q3 2019 was Morgan Stanley, an estimated $31.8M sold.
Based on aggregated 13F filings for Q3 2019.