Schwab Mortgage-Backed Securities ETF
SMBS
41 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 37 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
18,162% more capital invested
Capital invested by funds: $28.4M → $5.18B (+$5.15B)
3,600% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 1
720% more funds holding
Funds holding: 5 → 41 (+36)
44.47% more ownership
Funds ownership: 54.95% → 99.41% (+44%)
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: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$5.08B |
| 2 |
JP Morgan Chase
New York
|
+$3.57M |
| 3 |
Goldman Sachs
New York
|
+$1.63M |
| 4 |
Jane Street
New York
|
+$1.44M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
CacheTech Inc
Logan,
Utah
|
-$4.59M |
| 2 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$3.58M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
-$326K |
SMBS Hedge Fund Activity: Q2 2025 in Review
41 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Schwab Mortgage-Backed Securities ETF (SMBS) for Q2 2025, worth a combined $5.18B — up 18,162% from $28.4M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SMBS positions and 1 closed out — a net gain of 36 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $5.08B. The largest seller was CacheTech Inc, cutting an estimated $4.59M.
- 41 institutional investors held Schwab Mortgage-Backed Securities ETF (SMBS) as of Q2 2025, up from 5 in Q1 2025.
- Funds reported $5.18B of Schwab Mortgage-Backed Securities ETF stock for Q2 2025, up 18,162% quarter-over-quarter.
- 37 funds opened new Schwab Mortgage-Backed Securities ETF positions in Q2 2025 and 1 closed out, a net change of +36 holders.
- The largest Schwab Mortgage-Backed Securities ETF buyer in Q2 2025 was Charles Schwab, an estimated $5.08B added.
- The largest Schwab Mortgage-Backed Securities ETF seller in Q2 2025 was CacheTech Inc, an estimated $4.59M sold.
Based on aggregated 13F filings for Q2 2025.