SMBS
Schwab Mortgage-Backed Securities ETF
SMBS
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.
New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
+4
Holders Change %
+400%
% of All Funds
0.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
4
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CI
1
CacheTech Inc
Logan,
Utah
|
$12.6M |
| 2 |
AWM
2
Adams Wealth Management
Logan,
Utah
|
$12.6M |
| 3 |
3
Citadel Advisors
Miami,
Florida
|
$2.4M |
| 4 |
TC
4
TownSquare Capital
Provo,
Utah
|
$326K |
Top Sellers
| 1 |
1
Jane Street
New York
|
$417K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWM
1
Adams Wealth Management
Logan,
Utah
| $12.6M | +$12.6M | +495,315 | New |
|
|
CI
2
CacheTech Inc
Logan,
Utah
| $12.6M | +$12.6M | +535,119 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $2.4M | +$2.4M | +94,265 | New |
|
|
4
Jane Street
New York
| $417K | -$8.05M | -316,172 | -95% |
|
|
TC
5
TownSquare Capital
Provo,
Utah
| $326K | +$326K | +12,826 | New |
|