Schwab US Aggregate Bond ETF
SCHZ
SCHZ
161 hedge funds and large institutions have $671M invested in Schwab US Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 41 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
5% more funds holding
Funds holding: 153 → 161 (+8)
2.07% more ownership
Funds ownership: 52.3% → 54.38% (+2.1%)
Holders
161
Holding in Top 10
22
Calls
–
Puts
–
Top Buyers
| 1 | +$22.7M | |
| 2 | +$17.2M | |
| 3 | +$13.9M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11M |
| 5 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
+$8M |
Top Sellers
| 1 | -$3.87M | |
| 2 | -$3.56M | |
| 3 | -$3.05M | |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.07M |
| 5 |
PS
Portfolio Solutions
Royal Oak,
Michigan
|
-$1.81M |