Schwab US Aggregate Bond ETF
SCHZ
SCHZ
120 hedge funds and large institutions have $420M invested in Schwab US Aggregate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 25 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
3.04% more ownership
Funds ownership: 48.73% → 51.77% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
Holders
120
Holding in Top 10
9
Calls
–
Puts
–
Top Buyers
| 1 | +$15.7M | |
| 2 | +$12.1M | |
| 3 | +$10.8M | |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$6.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.38M |
Top Sellers
| 1 | -$7.19M | |
| 2 | -$3.14M | |
| 3 | -$1.55M | |
| 4 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$1.5M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$705K |