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Schwab US Mid-Cap ETF

859 hedge funds and large institutions have $7.61B invested in Schwab US Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 314 increasing their positions, 357 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 8885 (-3)

12% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 357

35.78% less ownership

Funds ownership: 232%196.22% (-36%)

Holders
859
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$636K
Puts
$49K
Net Calls
Net Calls Change

Top Sellers

1 -$1.38B
2 -$34.5M
3 -$28.7M
4
Morgan Stanley
Morgan Stanley
New York
-$26.2M
5
LPL Financial
LPL Financial
California
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
401
$1.26M
402
$1.26M
403
$1.25M
404
$1.25M
405
$1.25M
406
$1.24M
407
$1.24M
408
$1.23M
409
$1.23M
410
$1.22M
411
$1.22M
412
$1.22M
413
$1.2M
414
$1.2M
415
$1.19M
416
$1.18M
417
$1.18M
418
$1.16M
419
$1.15M
420
$1.15M
421
$1.14M
422
$1.14M
423
$1.13M
424
$1.13M
425
$1.12M