Schwab US Mid-Cap ETF
SCHM
167 hedge funds and large institutions have $431M invested in Schwab US Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 36 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
142% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 36
12% more capital invested
Capital invested by funds: $383M → $431M (+$47.4M)
7% more funds holding
Funds holding: 156 → 167 (+11)
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
1.16% more ownership
Funds ownership: 67.69% → 68.86% (+1.2%)
Top Buyers
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$5.9M |
| 2 |
Jane Street
New York
|
-$4.55M |
| 3 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
-$3.8M |
| 4 |
Morgan Stanley
New York
|
-$2.18M |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$1.82M |
SCHM Hedge Fund Activity: Q2 2015 in Review
167 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2015, worth a combined $431M — up 12% from $383M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SCHM positions and 8 closed out — a net gain of 12 holders — while 87 added to existing stakes and 36 trimmed.
The largest buyer was Piershale Financial Group, opening a new position worth an estimated $12.6M. The largest seller was LPL Financial, cutting an estimated $5.9M.
- 167 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2015, up from 156 in Q1 2015.
- Funds reported $431M of Schwab US Mid-Cap ETF stock for Q2 2015, up 12% quarter-over-quarter.
- 20 funds opened new Schwab US Mid-Cap ETF positions in Q2 2015 and 8 closed out, a net change of +12 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q2 2015 was Piershale Financial Group, an estimated $12.6M added.
- The largest Schwab US Mid-Cap ETF seller in Q2 2015 was LPL Financial, an estimated $5.9M sold.
Based on aggregated 13F filings for Q2 2015.