SMBS

Schwab Mortgage-Backed Securities ETF

42 hedge funds and large institutions have $5.18B invested in Schwab Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
42
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.15B
2 +$3.61M
3 +$1.65M
4
Jane Street
Jane Street
New York
+$1.46M
5
OMC
Old Mission Capital
Illinois
+$1.33M

Top Sellers

1 -$4.64M
2 -$3.63M
3 -$326K