Schwab US Mid-Cap ETF
SCHM
SCHM
853 hedge funds and large institutions have $7B invested in Schwab US Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 305 increasing their positions, 324 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
10% more funds holding
Funds holding: 776 → 853 (+77)
9% more funds holding in top 10
Funds holding in top 10: 81 → 88 (+7)
6% less repeat investments, than reductions
Existing positions increased: 305 | Existing positions reduced: 324
Holders
853
Holding in Top 10
88
Calls
$625K
Puts
$233K
Top Buyers
| 1 | +$1.22B | |
| 2 | +$44.1M | |
| 3 | +$29.2M | |
| 4 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$24.5M |
| 5 |
Morgan Stanley
New York
|
+$23.6M |
Top Sellers
| 1 | -$31.2M | |
| 2 | -$24.2M | |
| 3 | -$22.4M | |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$20.9M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$19M |