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Schwab US Mid-Cap ETF

859 hedge funds and large institutions have $7.61B invested in Schwab US Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 314 increasing their positions, 357 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 8885 (-3)

12% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 357

35.78% less ownership

Funds ownership: 232%196.22% (-36%)

Holders
859
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$636K
Puts
$49K
Net Calls
Net Calls Change

Top Sellers

1 -$1.38B
2 -$34.5M
3 -$28.7M
4
Morgan Stanley
Morgan Stanley
New York
-$26.2M
5
LPL Financial
LPL Financial
California
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$5.89M
177
$5.8M
178
$5.78M
179
$5.74M
180
$5.73M
181
$5.73M
182
$5.72M
183
$5.68M
184
$5.66M
185
$5.62M
186
$5.56M
187
$5.55M
188
$5.52M
189
$5.4M
190
$5.35M
191
$5.33M
192
$5.32M
193
$5.25M
194
$5.17M
195
$5.02M
196
$5.02M
197
$4.93M
198
$4.91M
199
$4.84M
200
$4.84M