Schwab US Mid-Cap ETF
SCHM
SCHM
735 hedge funds and large institutions have $5.18B invested in Schwab US Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 302 increasing their positions, 282 reducing their positions, and 57 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less funds holding in top 10
Funds holding in top 10: →
12% less capital invested
Capital invested by funds: $5.89B → $5.18B (-$705M)
21% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 57
Holders
735
Holding in Top 10
85
Calls
$270K
Puts
–
Top Buyers
| 1 | +$225M | |
| 2 | +$162M | |
| 3 | +$27.9M | |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$16.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.8M |
Top Sellers
| 1 | -$31.7M | |
| 2 | -$26.2M | |
| 3 | -$16.2M | |
| 4 |
AWS
AJ Wealth Strategies
New York
|
-$15.2M |
| 5 |
AWM
Aries Wealth Management
Portland,
Maine
|
-$13.4M |