Schwab Mortgage-Backed Securities ETF
SMBS
5 hedge funds and large institutions have $28.4M invested in Schwab Mortgage-Backed Securities ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
400% more funds holding
Funds holding: 1 → 5 (+4)
242% more capital invested
Capital invested by funds: $8.29M → $28.4M (+$20.1M)
38.32% more ownership
Funds ownership: 16.63% → 54.95% (+38%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
CacheTech Inc
Logan,
Utah
|
+$13.4M |
| 2 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$12.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.37M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$322K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
Adams Wealth Management
Logan,
Utah
| $12.6M | +$12.4M | +495,315 | New |
|
|
CI
2
CacheTech Inc
Logan,
Utah
| $12.6M | +$13.4M | +535,119 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $2.4M | +$2.37M | +94,265 | New |
|
|
4
Jane Street
New York
| $417K | -$7.94M | -316,172 | -95% |
|
|
TC
5
TownSquare Capital
Provo,
Utah
| $326K | +$322K | +12,826 | New |
|
SMBS Hedge Fund Activity: Q1 2025 in Review
5 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab Mortgage-Backed Securities ETF (SMBS) for Q1 2025, worth a combined $28.4M — up 242% from $8.29M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SMBS positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was CacheTech Inc, opening a new position worth an estimated $13.4M. The largest seller was Jane Street, cutting an estimated $7.94M.
- 5 institutional investors held Schwab Mortgage-Backed Securities ETF (SMBS) as of Q1 2025, up from 1 in Q4 2024.
- Funds reported $28.4M of Schwab Mortgage-Backed Securities ETF stock for Q1 2025, up 242% quarter-over-quarter.
- 4 funds opened new Schwab Mortgage-Backed Securities ETF positions in Q1 2025 and 0 closed out, a net change of +4 holders.
- The largest Schwab Mortgage-Backed Securities ETF buyer in Q1 2025 was CacheTech Inc, an estimated $13.4M added.
- The largest Schwab Mortgage-Backed Securities ETF seller in Q1 2025 was Jane Street, an estimated $7.94M sold.
Based on aggregated 13F filings for Q1 2025.