Schwab US Mid-Cap ETF
SCHM
269 hedge funds and large institutions have $944M invested in Schwab US Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 12 closing their positions.
200% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 12
143% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 61
18% more capital invested
Capital invested by funds: $803M → $944M (+$141M)
14% more funds holding in top 10
Funds holding in top 10: 29 → 33 (+4)
9% more funds holding
Funds holding: 247 → 269 (+22)
2.74% more ownership
Funds ownership: 85.7% → 88.44% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$26.5M |
| 2 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
+$8.24M |
| 3 |
AAC
Asset Advisors Corp
Augusta,
Georgia
|
+$8.04M |
| 4 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
+$6.47M |
| 5 |
CCM
CWH Capital Management
Spokane,
Washington
|
+$6.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$18.2M |
| 2 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
-$2.71M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.67M |
| 4 |
Jane Street
New York
|
-$2.46M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2M |
SCHM Hedge Fund Activity: Q1 2017 in Review
269 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q1 2017, worth a combined $944M — up 18% from $803M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SCHM positions and 12 closed out — a net gain of 24 holders — while 148 added to existing stakes and 61 trimmed.
The largest buyer was Sharkey, Howes & Javer, adding an estimated $26.5M. The largest seller was Morgan Stanley, cutting an estimated $18.2M.
- 269 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q1 2017, up from 247 in Q4 2016.
- Funds reported $944M of Schwab US Mid-Cap ETF stock for Q1 2017, up 18% quarter-over-quarter.
- 36 funds opened new Schwab US Mid-Cap ETF positions in Q1 2017 and 12 closed out, a net change of +24 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q1 2017 was Sharkey, Howes & Javer, an estimated $26.5M added.
- The largest Schwab US Mid-Cap ETF seller in Q1 2017 was Morgan Stanley, an estimated $18.2M sold.
Based on aggregated 13F filings for Q1 2017.