Schwab US Aggregate Bond ETF
SCHZ
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
18.86% more ownership
Funds ownership: 22.59% → 41.45% (+19%)
15% more funds holding
Funds holding: 68 → 78 (+10)
Holders
78
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$17.1M | |
| 2 | +$16.4M | |
| 3 | +$8.02M | |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$7.36M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.94M |
Top Sellers
| 1 | -$2.45M | |
| 2 | -$604K | |
| 3 | -$437K | |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$127K |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$104K |