Schwab US Aggregate Bond ETF
SCHZ
SCHZ
588 hedge funds and large institutions have $4.61B invested in Schwab US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 40 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
10% more funds holding
Funds holding: 535 → 588 (+53)
5% more funds holding in top 10
Funds holding in top 10: 56 → 59 (+3)
4% less repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 221
Holders
588
Holding in Top 10
59
Calls
$61K
Puts
$5K
Top Buyers
| 1 | +$188M | |
| 2 | +$98.7M | |
| 3 | +$73.5M | |
| 4 |
JP Morgan Chase
New York
|
+$66.5M |
| 5 |
Morgan Stanley
New York
|
+$48M |
Top Sellers
| 1 | -$75M | |
| 2 | -$28.7M | |
| 3 | -$26.4M | |
| 4 |
NYLIM
New York Life Investment Management
New York
|
-$19.4M |
| 5 |
SFA
Souders Financial Advisors
Cincinnati,
Ohio
|
-$15.8M |