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Schwab US Mid-Cap ETF

780 hedge funds and large institutions have $5.99B invested in Schwab US Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 280 increasing their positions, 326 reducing their positions, and 35 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 ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 775780 (+5)

6% less funds holding in top 10

Funds holding in top 10: 8782 (-5)

14% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 326

Holders
780
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$801K
Puts
$75K
Net Calls
Net Calls Change

Top Buyers

1 +$72.8M
2 +$29.5M
3 +$26.4M
4
Morgan Stanley
Morgan Stanley
New York
+$13.8M
5
SS
Simplicity Solutions
Minnesota
+$10.7M

Top Sellers

1 -$53.9M
2 -$43.8M
3 -$23.6M
4
Creative Planning
Creative Planning
Kansas
-$20M
5
Ameriprise
Ameriprise
Minnesota
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
626
$235K
627
$234K
628
$234K
629
$234K
630
$232K
631
$227K
632
$226K
633
$226K
634
$226K
635
$225K
636
$223K
637
$222K
638
$220K
639
$218K
640
$212K
641
$212K
642
$210K
643
$210K
644
$209K
645
$209K
646
$209K
647
$208K
648
$206K
649
$203K
650
$202K