Schwab US Mid-Cap ETF
SCHM
SCHM
65 hedge funds and large institutions have $96.3M invested in Schwab US Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 7 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more first-time investments, than exits
New positions opened: | Existing positions closed:
6.57% more ownership
Funds ownership: 36.57% → 43.14% (+6.6%)
5% more funds holding
Funds holding: 62 → 65 (+3)
Holders
65
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$6.26M | |
| 2 | +$5.07M | |
| 3 | +$4.26M | |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$3.82M |
| 5 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
+$1.9M |
Top Sellers
| 1 | -$4.73M | |
| 2 | -$1.58M | |
| 3 | -$742K | |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$717K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$173K |