Schwab US Mid-Cap ETF
SCHM
624 hedge funds and large institutions have $3.2B invested in Schwab US Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 271 increasing their positions, 176 reducing their positions, and 24 closing their positions.
350% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 24
54% more repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 176
14% more funds holding
Funds holding: 549 → 624 (+75)
12% more funds holding in top 10
Funds holding in top 10: 74 → 83 (+9)
11% more capital invested
Capital invested by funds: $2.87B → $3.2B (+$329M)
5.77% more ownership
Funds ownership: 134.43% → 140.21% (+5.8%)
99% less call options, than puts
Call options by funds: $269K | Put options by funds: $48.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$43.3M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$37.3M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$13.7M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$11.8M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$105M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$69.3M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$27.3M |
| 4 |
MCIA
Mountain Capital Investment Advisors
Westminster,
Colorado
|
-$8.2M |
| 5 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$7.03M |
SCHM Hedge Fund Activity: Q4 2019 in Review
624 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q4 2019, worth a combined $3.2B — up 11% from $2.87B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new SCHM positions and 24 closed out — a net gain of 84 holders — while 271 added to existing stakes and 176 trimmed.
The largest buyer was FormulaFolio Investments, adding an estimated $43.3M. The largest seller was Envestnet Asset Management, cutting an estimated $105M.
- 624 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q4 2019, up from 549 in Q3 2019.
- Funds reported $3.2B of Schwab US Mid-Cap ETF stock for Q4 2019, up 11% quarter-over-quarter.
- 108 funds opened new Schwab US Mid-Cap ETF positions in Q4 2019 and 24 closed out, a net change of +84 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q4 2019 was FormulaFolio Investments, an estimated $43.3M added.
- The largest Schwab US Mid-Cap ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $105M sold.
Based on aggregated 13F filings for Q4 2019.