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Schwab US Mid-Cap ETF

780 hedge funds and large institutions have $5.99B invested in Schwab US Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 280 increasing their positions, 326 reducing their positions, and 35 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 ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 775780 (+5)

6% less funds holding in top 10

Funds holding in top 10: 8782 (-5)

14% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 326

Holders
780
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$801K
Puts
$75K
Net Calls
Net Calls Change

Top Buyers

1 +$72.8M
2 +$29.5M
3 +$26.4M
4
Morgan Stanley
Morgan Stanley
New York
+$13.8M
5
SS
Simplicity Solutions
Minnesota
+$10.7M

Top Sellers

1 -$53.9M
2 -$43.8M
3 -$23.6M
4
Creative Planning
Creative Planning
Kansas
-$20M
5
Ameriprise
Ameriprise
Minnesota
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$1.21B
2
$710M
3
$230M
4
$111M
5
$110M
6
$106M
7
$91M
8
$88.3M
9
$84.1M
10
$68M
11
$68M
12
$67.7M
13
$65.9M
14
$65.4M
15
$63.6M
16
$56.6M
17
$54.2M
18
$50.5M
19
$47.6M
20
$46.5M
21
$44.9M
22
$43.5M
23
$41.7M
24
$40.3M
25
$39.5M