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Schwab Intermediately-Term US Treasury ETF

372 hedge funds and large institutions have $6.86B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

5.16% less ownership

Funds ownership: 174.68%169.51% (-5.2%)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

31% less call options, than puts

Call options by funds: $152K | Put options by funds: $221K

Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$152K
Puts
$221K
Net Calls
Net Calls Change

Top Sellers

1 -$47.2M
2 -$26.8M
3 -$25.1M
4
Morgan Stanley
Morgan Stanley
New York
-$24.9M
5
Osaic Holdings
Osaic Holdings
Arizona
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$749K
177
$736K
178
$728K
179
$727K
180
$719K
181
$716K
182
$711K
183
$709K
184
$709K
185
$700K
186
$694K
187
$679K
188
$676K
189
$673K
190
$665K
191
$655K
192
$634K
193
$621K
194
$602K
195
$590K
196
$587K
197
$580K
198
$573K
199
$571K
200
$568K