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Schwab 5-10 Year Corporate Bond ETF
SCHI
SCHI
65 hedge funds and large institutions have $245M invested in Schwab 5-10 Year Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
4,800% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 1
282% more funds holding
Funds holding: 17 → 65 (+48)
83% more capital invested
Capital invested by funds: $134M → $245M (+$111M)
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
23.48% less ownership
Funds ownership: 144.88% → 121.39% (-23%)
Holders
65
Holders Change
+48
Holders Change %
+282.35%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
49
Increased
8
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
5L
55I LLC
Boston,
Massachusetts
|
+$18.7M |
| 2 |
CFG
Cooper Financial Group
Irvine,
California
|
+$10.2M |
| 3 |
VFM
Vivid Financial Management
Orcutt,
California
|
+$6.96M |
| 4 |
HGWM
Horst & Graben Wealth Management
Portland,
Oregon
|
+$6.81M |
| 5 |
Jane Street
New York
|
+$5.55M |
Top Sellers
| 1 |
T
TRUADVICE
Sarasota,
Florida
|
-$2.53M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$317K |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$50.1K |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$49K |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$45.1K |
