Schwab US Mid-Cap ETF
SCHM
SCHM
776 hedge funds and large institutions have $5.8B invested in Schwab US Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 312 increasing their positions, 260 reducing their positions, and 28 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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
9% more funds holding in top 10
Funds holding in top 10: 80 → 87 (+7)
8% more funds holding
Funds holding: 716 → 776 (+60)
5.95% more ownership
Funds ownership: 182.58% → 188.54% (+6%)
Holders
776
Holding in Top 10
87
Calls
$1.84M
Puts
$223K
Top Buyers
| 1 | +$123M | |
| 2 | +$63.3M | |
| 3 | +$47.6M | |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$38.6M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$11M |
Top Sellers
| 1 | -$31.5M | |
| 2 | -$18.7M | |
| 3 | -$8.66M | |
| 4 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$8.12M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$7.65M |