Schwab US Aggregate Bond ETF
SCHZ
56 hedge funds and large institutions have $66.5M invested in Schwab US Aggregate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
27% more funds holding
Funds holding: 44 → 56 (+12)
7% more capital invested
Capital invested by funds: $62.1M → $66.5M (+$4.36M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.94% less ownership
Funds ownership: 24.95% → 23.01% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$7.17M |
| 2 |
AA
Apriem Advisors
Irvine,
California
|
+$2.76M |
| 3 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
+$909K |
| 4 |
Jane Street
New York
|
+$804K |
| 5 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$701K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$3.71M |
| 2 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$3.35M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.68M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$1.99M |
| 5 |
Morgan Stanley
New York
|
-$1.35M |
SCHZ Hedge Fund Activity: Q1 2014 in Review
56 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2014, worth a combined $66.5M — up 7% from $62.1M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SCHZ positions and 4 closed out — a net gain of 12 holders — while 20 added to existing stakes and 15 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $7.17M. The largest seller was HBK Sorce Advisory, cutting an estimated $3.71M.
- 56 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2014, up from 44 in Q4 2013.
- Funds reported $66.5M of Schwab US Aggregate Bond ETF stock for Q1 2014, up 7% quarter-over-quarter.
- 16 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2014 and 4 closed out, a net change of +12 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q1 2014 was United Capital Financial Advisors, an estimated $7.17M added.
- The largest Schwab US Aggregate Bond ETF seller in Q1 2014 was HBK Sorce Advisory, an estimated $3.71M sold.
Based on aggregated 13F filings for Q1 2014.