Schwab US Mid-Cap ETF
SCHM
87 hedge funds and large institutions have $134M invested in Schwab US Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 4 closing their positions.
575% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 4
124% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 17
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
39% more capital invested
Capital invested by funds: $96.3M → $134M (+$37.6M)
34% more funds holding
Funds holding: 65 → 87 (+22)
4.12% more ownership
Funds ownership: 43.14% → 47.26% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$4.21M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.9M |
| 3 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
+$1.93M |
| 4 |
Citigroup
New York
|
+$1.8M |
| 5 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.37M |
| 2 |
WA
WESPAC Advisors
Orinda,
California
|
-$2.38M |
| 3 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$843K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$325K |
| 5 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$300K |
SCHM Hedge Fund Activity: Q4 2013 in Review
87 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q4 2013, worth a combined $134M — up 39% from $96.3M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SCHM positions and 4 closed out — a net gain of 23 holders — while 38 added to existing stakes and 17 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $4.21M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.37M.
- 87 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q4 2013, up from 65 in Q3 2013.
- Funds reported $134M of Schwab US Mid-Cap ETF stock for Q4 2013, up 39% quarter-over-quarter.
- 27 funds opened new Schwab US Mid-Cap ETF positions in Q4 2013 and 4 closed out, a net change of +23 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q4 2013 was Mariner, an estimated $4.21M added.
- The largest Schwab US Mid-Cap ETF seller in Q4 2013 was Commonwealth Equity Services, an estimated $6.37M sold.
Based on aggregated 13F filings for Q4 2013.