Schwab US Aggregate Bond ETF
SCHZ
68 hedge funds and large institutions have $83.2M invested in Schwab US Aggregate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 9 closing their positions.
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
108% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 13
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more capital invested
Capital invested by funds: $66.5M → $83.2M (+$16.8M)
21% more funds holding
Funds holding: 56 → 68 (+12)
0.41% less ownership
Funds ownership: 23.01% → 22.59% (-0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$5.82M |
| 2 |
PA
Planning Alternatives
Birmingham,
Michigan
|
+$2.82M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.48M |
| 4 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
+$2.12M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$2.66M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$2.01M |
| 3 |
Jane Street
New York
|
-$1.46M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$846K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$469K |
SCHZ Hedge Fund Activity: Q2 2014 in Review
68 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2014, worth a combined $83.2M — up 25% from $66.5M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SCHZ positions and 9 closed out — a net gain of 12 holders — while 27 added to existing stakes and 13 trimmed.
The largest buyer was SVA Wealth Management, opening a new position worth an estimated $5.82M. The largest seller was One Capital Management, exiting entirely with an estimated $2.66M sold.
- 68 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2014, up from 56 in Q1 2014.
- Funds reported $83.2M of Schwab US Aggregate Bond ETF stock for Q2 2014, up 25% quarter-over-quarter.
- 21 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2014 and 9 closed out, a net change of +12 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q2 2014 was SVA Wealth Management, an estimated $5.82M added.
- The largest Schwab US Aggregate Bond ETF seller in Q2 2014 was One Capital Management, an estimated $2.66M sold.
Based on aggregated 13F filings for Q2 2014.