Schwab US Aggregate Bond ETF
SCHZ
105 hedge funds and large institutions have $265M invested in Schwab US Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 8 closing their positions.
350% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 8
244% more capital inflows, than outflows
Capital inflows: $124M | Capital outflows: $35.9M
163% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 16
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
35% more funds holding
Funds holding: 78 → 105 (+27)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
United Capital Financial Advisors
Irving,
Texas
|
+$26M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.1M |
| 4 |
Apriem Advisors
Irvine,
California
|
+$3.1M |
| 5 |
Tuttle Capital Management
Riverside,
Connecticut
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Homrich & Berg
Atlanta,
Georgia
|
-$13.7M |
| 2 |
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
-$9.9M |
| 3 |
Jane Street
New York
|
-$8.02M |
| 4 |
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
-$1.21M |
| 5 |
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$1.05M |
SCHZ Hedge Fund Activity: Q4 2014 in Review
105 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2014, worth a combined $265M — up 50% from $176M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SCHZ positions and 8 closed out — a net gain of 28 holders — while 42 added to existing stakes and 16 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $26M. The largest seller was Homrich & Berg, cutting an estimated $13.7M.
- 105 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2014, up from 78 in Q3 2014.
- Funds reported $265M of Schwab US Aggregate Bond ETF stock for Q4 2014, up 50% quarter-over-quarter.
- 36 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2014 and 8 closed out, a net change of +28 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q4 2014 was United Capital Financial Advisors, an estimated $26M added.
- The largest Schwab US Aggregate Bond ETF seller in Q4 2014 was Homrich & Berg, an estimated $13.7M sold.
Based on aggregated 13F filings for Q4 2014.