Schwab US Aggregate Bond ETF
SCHZ
161 hedge funds and large institutions have $671M invested in Schwab US Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 41 reducing their positions, and 20 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 41
40% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 20
24% more capital invested
Capital invested by funds: $540M → $671M (+$131M)
22% more funds holding in top 10
Funds holding in top 10: 18 → 22 (+4)
5% more funds holding
Funds holding: 153 → 161 (+8)
2.07% more ownership
Funds ownership: 52.3% → 54.38% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$22.5M |
| 2 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$17M |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$13.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.8M |
| 5 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
+$7.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$3.82M |
| 2 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$3.56M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$3.02M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.13M |
| 5 |
PS
Portfolio Solutions
Royal Oak,
Michigan
|
-$1.81M |
SCHZ Hedge Fund Activity: Q1 2016 in Review
161 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2016, worth a combined $671M — up 24% from $540M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SCHZ positions and 20 closed out — a net gain of 8 holders — while 76 added to existing stakes and 41 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $22.5M. The largest seller was EP Wealth Advisors, cutting an estimated $3.82M.
- 161 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2016, up from 153 in Q4 2015.
- Funds reported $671M of Schwab US Aggregate Bond ETF stock for Q1 2016, up 24% quarter-over-quarter.
- 28 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2016 and 20 closed out, a net change of +8 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q1 2016 was Cambridge Investment Research Advisors, an estimated $22.5M added.
- The largest Schwab US Aggregate Bond ETF seller in Q1 2016 was EP Wealth Advisors, an estimated $3.82M sold.
Based on aggregated 13F filings for Q1 2016.