Schwab US Aggregate Bond ETF
SCHZ
SCHZ
539 hedge funds and large institutions have $4.67B invested in Schwab US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 182 increasing their positions, 211 reducing their positions, and 61 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
5% less capital invested
Capital invested by funds: $4.9B → $4.67B (-$228M)
14% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 211
Holders
539
Holding in Top 10
60
Calls
–
Puts
–
Top Buyers
| 1 | +$243M | |
| 2 | +$59.5M | |
| 3 | +$53.5M | |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$38.1M |
| 5 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$29.1M |
Top Sellers
| 1 | -$155M | |
| 2 | -$90.5M | |
| 3 | -$55.9M | |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$49M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$31.6M |