Schwab US Aggregate Bond ETF
SCHZ
SCHZ
330 hedge funds and large institutions have $2.01B invested in Schwab US Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 146 increasing their positions, 112 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
3% more capital invested
Capital invested by funds: $1.96B → $2.01B (+$49.8M)
11% less funds holding in top 10
Funds holding in top 10: 53 → 47 (-6)
Holders
330
Holding in Top 10
47
Calls
–
Puts
–
Top Buyers
| 1 | +$25.4M | |
| 2 | +$18.4M | |
| 3 | +$11.8M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.7M |
| 5 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
+$10.8M |
Top Sellers
| 1 | -$22.4M | |
| 2 | -$10.1M | |
| 3 | -$7.51M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$6.48M |
| 5 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$5.68M |