Schwab US Mid-Cap ETF
SCHM
540 hedge funds and large institutions have $2.64B invested in Schwab US Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 261 increasing their positions, 164 reducing their positions, and 21 closing their positions.
95% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 21
59% more repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 164
9% more capital invested
Capital invested by funds: $2.43B → $2.64B (+$208M)
3% more funds holding in top 10
Funds holding in top 10: 72 → 74 (+2)
2% more funds holding
Funds holding: 528 → 540 (+12)
1.34% less ownership
Funds ownership: 128.56% → 127.22% (-1.3%)
99% less call options, than puts
Call options by funds: $455K | Put options by funds: $46.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
+$47.7M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$32.9M |
| 3 |
Morgan Stanley
New York
|
+$28.8M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$23.2M |
| 5 |
SIC
Salem Investment Counselors
Winston Salem,
North Carolina
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$110M |
| 2 |
Goldman Sachs
New York
|
-$41.8M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$17.8M |
| 4 |
KP
Keel Point
Huntsville,
Alabama
|
-$8.33M |
| 5 |
Jane Street
New York
|
-$6.45M |
SCHM Hedge Fund Activity: Q2 2019 in Review
540 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2019, worth a combined $2.64B — up 8.6% from $2.43B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SCHM positions and 21 closed out — a net gain of 20 holders — while 261 added to existing stakes and 164 trimmed.
The largest buyer was First Mercantile Trust, opening a new position worth an estimated $47.7M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $110M.
- 540 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2019, up from 528 in Q1 2019.
- Funds reported $2.64B of Schwab US Mid-Cap ETF stock for Q2 2019, up 8.6% quarter-over-quarter.
- 41 funds opened new Schwab US Mid-Cap ETF positions in Q2 2019 and 21 closed out, a net change of +20 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q2 2019 was First Mercantile Trust, an estimated $47.7M added.
- The largest Schwab US Mid-Cap ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $110M sold.
Based on aggregated 13F filings for Q2 2019.