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Schwab 5-10 Year Corporate Bond ETF

167 hedge funds and large institutions have $5.34B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 27 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 27

67% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $4.72B → $5.34B (+$626M)

11% more funds holding

Funds holding: 150167 (+17)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.75% less ownership

Funds ownership: 188.81%186.06% (-2.8%)

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
45
Increased
83
Reduced
27
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
51
Creative Financial Designs
Indiana
$863K +$305K +14,238 +59%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$844K -$7.75M -362,082 -91%
KV
53
Kickstand Ventures
New York
$788K -$1.32M -61,876 -64%
Citadel Advisors
54
Citadel Advisors
Florida
$770K +$309K +14,416 +73%
AWM
55
Adams Wealth Management
Utah
$738K -$267K -12,490 -28%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$737K +$78K +3,644 +13%
AR
57
Apeiron RIA
Texas
$736K +$27.7K +1,294 +4%
AF
58
Advisornet Financial
Minnesota
$696K +$228K +10,638 +52%
Renaissance Technologies
59
Renaissance Technologies
New York
$661K +$266K +12,400 +73%
BCI
60
Brinker Capital Investments
Pennsylvania
$653K +$628K +29,320 New
OPS
61
Orion Portfolio Solutions
Nebraska
$653K +$628K +29,320 New
LPL Financial
62
LPL Financial
California
$636K +$306K +14,274 +102%
Ameriprise
63
Ameriprise
Minnesota
$613K +$20.3K +950 +4%
Creative Planning
64
Creative Planning
Kansas
$607K +$171K +7,986 +42%
VST
65
Van Strum & Towne
California
$584K +$155K +7,254 +39%
JF
66
Joule Financial
Kentucky
$562K +$536K +25,014 New
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$539K +$514K +23,998 New
AFO
68
Arrowroot Family Office
California
$536K +$511K +23,870 New
AWE
69
Avidian Wealth Enterprises
Texas
$531K +$4.84K +226 +1%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$527K -$12.7M -591,304 -96%
IWC
71
Integrated Wealth Concepts
Massachusetts
$522K +$217K +10,154 +78%
BONH
72
Bank of New Hampshire
New Hampshire
$508K +$484K +22,604 New
C1AG
73
Client 1st Advisory Group
Florida
$499K -$13.8K -644 -3%
OMC
74
Old Mission Capital
Illinois
$499K -$2.05M -95,802 -81%
MW
75
Maia Wealth
Colorado
$479K +$456K +21,314 New