Schwab US Aggregate Bond ETF
SCHZ
SCHZ
467 hedge funds and large institutions have $3.33B invested in Schwab US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 210 reducing their positions, and 40 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
0.82% more ownership
Funds ownership: 90.25% → 91.06% (+0.82%)
26% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 210
Holders
467
Holding in Top 10
63
Calls
–
Puts
–
Top Buyers
| 1 | +$70.1M | |
| 2 | +$66.1M | |
| 3 | +$45.1M | |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
+$20.4M |
| 5 |
BCM
Bluefin Capital Management
New York
|
+$19.8M |
Top Sellers
| 1 | -$184M | |
| 2 | -$25.5M | |
| 3 | -$17.3M | |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$16.5M |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$16M |