Schwab US Aggregate Bond ETF
SCHZ
SCHZ
213 hedge funds and large institutions have $1.03B invested in Schwab US Aggregate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 106 increasing their positions, 44 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
13.96% more ownership
Funds ownership: 48.65% → 62.61% (+14%)
12% more funds holding in top 10
Funds holding in top 10: 25 → 28 (+3)
Holders
213
Holding in Top 10
28
Calls
–
Puts
–
Top Buyers
| 1 | +$25.1M | |
| 2 | +$15.5M | |
| 3 | +$13.6M | |
| 4 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$13M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$12.4M |
Top Sellers
| 1 | -$16M | |
| 2 | -$13.7M | |
| 3 | -$8.57M | |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$5.36M |
| 5 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
-$3.63M |