Schwab US Mid-Cap ETF
SCHM
100 hedge funds and large institutions have $189M invested in Schwab US Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 18 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
222% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 18
41% more capital invested
Capital invested by funds: $134M → $189M (+$55.4M)
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
15% more funds holding
Funds holding: 87 → 100 (+13)
6.54% more ownership
Funds ownership: 47.26% → 53.8% (+6.5%)
Top Buyers
Top Sellers
SCHM Hedge Fund Activity: Q1 2014 in Review
100 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q1 2014, worth a combined $189M — up 41% from $134M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SCHM positions and 5 closed out — a net gain of 13 holders — while 58 added to existing stakes and 18 trimmed.
The largest buyer was Financial Management Professionals, opening a new position worth an estimated $23.3M. The largest seller was Mariner, exiting entirely with an estimated $4.38M sold.
- 100 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q1 2014, up from 87 in Q4 2013.
- Funds reported $189M of Schwab US Mid-Cap ETF stock for Q1 2014, up 41% quarter-over-quarter.
- 18 funds opened new Schwab US Mid-Cap ETF positions in Q1 2014 and 5 closed out, a net change of +13 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q1 2014 was Financial Management Professionals, an estimated $23.3M added.
- The largest Schwab US Mid-Cap ETF seller in Q1 2014 was Mariner, an estimated $4.38M sold.
Based on aggregated 13F filings for Q1 2014.