Schwab US Mid-Cap ETF
SCHM
114 hedge funds and large institutions have $206M invested in Schwab US Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 26 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
108% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 26
14% more funds holding
Funds holding: 100 → 114 (+14)
9% more capital invested
Capital invested by funds: $189M → $206M (+$16.4M)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
1.69% less ownership
Funds ownership: 53.8% → 52.11% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.43M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.29M |
| 3 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$1.76M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.5M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Planning Alternatives
Birmingham,
Michigan
|
-$6.25M |
| 2 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
-$2.73M |
| 3 |
CCM
CWH Capital Management
Spokane,
Washington
|
-$2.51M |
| 4 |
Jane Street
New York
|
-$2.14M |
| 5 |
DS
DRW Securities
Chicago,
Illinois
|
-$863K |
SCHM Hedge Fund Activity: Q2 2014 in Review
114 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2014, worth a combined $206M — up 8.6% from $189M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SCHM positions and 6 closed out — a net gain of 14 holders — while 54 added to existing stakes and 26 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $3.43M. The largest seller was Planning Alternatives, cutting an estimated $6.25M.
- 114 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2014, up from 100 in Q1 2014.
- Funds reported $206M of Schwab US Mid-Cap ETF stock for Q2 2014, up 8.6% quarter-over-quarter.
- 20 funds opened new Schwab US Mid-Cap ETF positions in Q2 2014 and 6 closed out, a net change of +14 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q2 2014 was Commonwealth Equity Services, an estimated $3.43M added.
- The largest Schwab US Mid-Cap ETF seller in Q2 2014 was Planning Alternatives, an estimated $6.25M sold.
Based on aggregated 13F filings for Q2 2014.