Schwab US Mid-Cap ETF
SCHM
SCHM
851 hedge funds and large institutions have $7B invested in Schwab US Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 304 increasing their positions, 323 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
10% more funds holding
Funds holding: 774 → 851 (+77)
9% more funds holding in top 10
Funds holding in top 10: 81 → 88 (+7)
6% less repeat investments, than reductions
Existing positions increased: 304 | Existing positions reduced: 323
Holders
851
Holding in Top 10
88
Calls
$625K
Puts
$233K
Top Buyers
| 1 | +$136M | |
| 2 | +$48.3M | |
| 3 | +$26.9M | |
| 4 |
Morgan Stanley
New York
|
+$25.8M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$23.8M |
Top Sellers
| 1 | -$34.2M | |
| 2 | -$26.6M | |
| 3 | -$22.9M | |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$22.4M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$20.9M |