Schwab US Aggregate Bond ETF
SCHZ
44 hedge funds and large institutions have $62.1M invested in Schwab US Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
12% more capital invested
Capital invested by funds: $55.6M → $62.1M (+$6.46M)
10% more funds holding
Funds holding: 40 → 44 (+4)
0.07% more ownership
Funds ownership: 24.88% → 24.95% (+0.07%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$4.2M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$2.01M |
| 3 |
Morgan Stanley
New York
|
+$1.37M |
| 4 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$1.01M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$893K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$5.21M |
| 2 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$1.11M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.01M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$940K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$379K |
SCHZ Hedge Fund Activity: Q4 2013 in Review
44 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2013, worth a combined $62.1M — up 12% from $55.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SCHZ positions and 7 closed out — a net gain of 4 holders — while 18 added to existing stakes and 12 trimmed.
The largest buyer was HBK Sorce Advisory, adding an estimated $4.2M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $5.21M sold.
- 44 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2013, up from 40 in Q3 2013.
- Funds reported $62.1M of Schwab US Aggregate Bond ETF stock for Q4 2013, up 12% quarter-over-quarter.
- 11 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2013 and 7 closed out, a net change of +4 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q4 2013 was HBK Sorce Advisory, an estimated $4.2M added.
- The largest Schwab US Aggregate Bond ETF seller in Q4 2013 was United Capital Financial Advisors, an estimated $5.21M sold.
Based on aggregated 13F filings for Q4 2013.