Schwab US Mid-Cap ETF
SCHM
206 hedge funds and large institutions have $628M invested in Schwab US Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 105 increasing their positions, 58 reducing their positions, and 15 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 58
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
20% more capital invested
Capital invested by funds: $524M → $628M (+$104M)
6.07% more ownership
Funds ownership: 77.77% → 83.84% (+6.1%)
2% more funds holding
Funds holding: 202 → 206 (+4)
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$28.7M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$25.3M |
| 3 |
KP
Keel Point
Huntsville,
Alabama
|
+$5.95M |
| 4 |
Jane Street
New York
|
+$4.12M |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.47M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.99M |
| 3 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
-$3.33M |
| 4 |
SG Americas Securities
New York
|
-$2.76M |
| 5 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$2.4M |
SCHM Hedge Fund Activity: Q2 2016 in Review
206 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2016, worth a combined $628M — up 20% from $524M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SCHM positions and 15 closed out — a net gain of 6 holders — while 105 added to existing stakes and 58 trimmed.
The largest buyer was Piershale Financial Group, opening a new position worth an estimated $28.7M. The largest seller was LPL Financial, cutting an estimated $4.47M.
- 206 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2016, up from 202 in Q1 2016.
- Funds reported $628M of Schwab US Mid-Cap ETF stock for Q2 2016, up 20% quarter-over-quarter.
- 21 funds opened new Schwab US Mid-Cap ETF positions in Q2 2016 and 15 closed out, a net change of +6 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q2 2016 was Piershale Financial Group, an estimated $28.7M added.
- The largest Schwab US Mid-Cap ETF seller in Q2 2016 was LPL Financial, an estimated $4.47M sold.
Based on aggregated 13F filings for Q2 2016.