Schwab US Mid-Cap ETF
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.
514% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 7
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
53% more capital invested
Capital invested by funds: $63M → $96.3M (+$33.3M)
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
6.57% more ownership
Funds ownership: 36.57% → 43.14% (+6.6%)
5% more funds holding
Funds holding: 62 → 65 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.12M |
| 2 |
ODCM
Old Dominion Capital Management
Charlottesville,
Virginia
|
+$4.96M |
| 3 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$4.16M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$3.74M |
| 5 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DS
DRW Securities
Chicago,
Illinois
|
-$4.73M |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.58M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$742K |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$701K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$173K |
SCHM Hedge Fund Activity: Q3 2013 in Review
65 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q3 2013, worth a combined $96.3M — up 53% from $63M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SCHM positions and 8 closed out — a net gain of 3 holders — while 43 added to existing stakes and 7 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $6.12M. The largest seller was DRW Securities, exiting entirely with an estimated $4.73M sold.
- 65 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q3 2013, up from 62 in Q2 2013.
- Funds reported $96.3M of Schwab US Mid-Cap ETF stock for Q3 2013, up 53% quarter-over-quarter.
- 11 funds opened new Schwab US Mid-Cap ETF positions in Q3 2013 and 8 closed out, a net change of +3 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q3 2013 was Commonwealth Equity Services, an estimated $6.12M added.
- The largest Schwab US Mid-Cap ETF seller in Q3 2013 was DRW Securities, an estimated $4.73M sold.
Based on aggregated 13F filings for Q3 2013.