Schwab US Aggregate Bond ETF
SCHZ
SCHZ
568 hedge funds and large institutions have $4.55B invested in Schwab US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 253 increasing their positions, 201 reducing their positions, and 54 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
less ownership
Funds ownership: →
15% less funds holding in top 10
Funds holding in top 10: 59 → 50 (-9)
17% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 54
83% less call options, than puts
Call options by funds: $28K | Put options by funds: $166K
Holders
568
Holding in Top 10
50
Calls
$28K
Puts
$166K
Top Buyers
| 1 | +$246M | |
| 2 | +$27.6M | |
| 3 | +$26.2M | |
| 4 |
Mariner
Overland Park,
Kansas
|
+$11.9M |
| 5 |
FRA
FFG Retirement Advisors
Centennial,
Colorado
|
+$11.2M |
Top Sellers
| 1 | -$194M | |
| 2 | -$100M | |
| 3 | -$61.4M | |
| 4 |
BWA
BlueSky Wealth Advisors
New Bern,
North Carolina
|
-$40.4M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$36.3M |