Schwab US Aggregate Bond ETF
SCHZ
SCHZ
105 hedge funds and large institutions have $271M invested in Schwab US Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 8 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 in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
35.69% more ownership
Funds ownership: 41.45% → 77.14% (+36%)
35% more funds holding
Funds holding: 78 → 105 (+27)
Holders
105
Holding in Top 10
10
Calls
–
Puts
–
Top Buyers
| 1 | +$26.1M | |
| 2 | +$26.1M | |
| 3 | +$3.11M | |
| 4 |
AA
Apriem Advisors
Irvine,
California
|
+$3.11M |
| 5 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
+$2.8M |
Top Sellers
| 1 | -$13.7M | |
| 2 | -$9.96M | |
| 3 | -$8.02M | |
| 4 |
RMA
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
-$1.21M |
| 5 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$1.05M |