Schwab US Mid-Cap ETF
SCHM
195 hedge funds and large institutions have $507M invested in Schwab US Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 56 reducing their positions, and 9 closing their positions.
300% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 9
54% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 56
31% more funds holding in top 10
Funds holding in top 10: 16 → 21 (+5)
15% more funds holding
Funds holding: 170 → 195 (+25)
14% more capital invested
Capital invested by funds: $446M → $507M (+$60.4M)
4.15% more ownership
Funds ownership: 73.48% → 77.63% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$14.4M |
| 2 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$10.2M |
| 3 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
+$4.93M |
| 4 |
SI
SII Investments
Appleton,
Wisconsin
|
+$4.08M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$14.4M |
| 2 |
Jane Street
New York
|
-$6.91M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.8M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$2.96M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.44M |
SCHM Hedge Fund Activity: Q4 2015 in Review
195 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q4 2015, worth a combined $507M — up 14% from $446M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SCHM positions and 9 closed out — a net gain of 27 holders — while 86 added to existing stakes and 56 trimmed.
The largest buyer was Financial Management Professionals, opening a new position worth an estimated $14.4M. The largest seller was Piershale Financial Group, exiting entirely with an estimated $14.4M sold.
- 195 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q4 2015, up from 170 in Q3 2015.
- Funds reported $507M of Schwab US Mid-Cap ETF stock for Q4 2015, up 14% quarter-over-quarter.
- 36 funds opened new Schwab US Mid-Cap ETF positions in Q4 2015 and 9 closed out, a net change of +27 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q4 2015 was Financial Management Professionals, an estimated $14.4M added.
- The largest Schwab US Mid-Cap ETF seller in Q4 2015 was Piershale Financial Group, an estimated $14.4M sold.
Based on aggregated 13F filings for Q4 2015.