Schwab US Aggregate Bond ETF
SCHZ
78 hedge funds and large institutions have $175M invested in Schwab US Aggregate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
133% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 15
111% more capital invested
Capital invested by funds: $83.2M → $175M (+$92.2M)
18.86% more ownership
Funds ownership: 22.59% → 41.45% (+19%)
15% more funds holding
Funds holding: 68 → 78 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$19.2M |
| 2 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
+$16.4M |
| 3 |
Jane Street
New York
|
+$8.02M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$7.37M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.44M |
| 2 |
Morgan Stanley
New York
|
-$604K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$437K |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$127K |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$104K |
SCHZ Hedge Fund Activity: Q3 2014 in Review
78 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2014, worth a combined $175M — up 111% from $83.2M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SCHZ positions and 3 closed out — a net gain of 10 holders — while 35 added to existing stakes and 15 trimmed.
The largest buyer was Homrich & Berg, opening a new position worth an estimated $19.2M. The largest seller was Royal Bank of Canada, cutting an estimated $2.44M.
- 78 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2014, up from 68 in Q2 2014.
- Funds reported $175M of Schwab US Aggregate Bond ETF stock for Q3 2014, up 111% quarter-over-quarter.
- 13 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2014 and 3 closed out, a net change of +10 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q3 2014 was Homrich & Berg, an estimated $19.2M added.
- The largest Schwab US Aggregate Bond ETF seller in Q3 2014 was Royal Bank of Canada, an estimated $2.44M sold.
Based on aggregated 13F filings for Q3 2014.