Schwab US Aggregate Bond ETF
SCHZ
213 hedge funds and large institutions have $1.03B invested in Schwab US Aggregate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 106 increasing their positions, 44 reducing their positions, and 13 closing their positions.
254% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 13
141% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 44
32% more capital invested
Capital invested by funds: $782M → $1.03B (+$249M)
16% more funds holding
Funds holding: 183 → 213 (+30)
13.96% more ownership
Funds ownership: 48.65% → 62.61% (+14%)
12% more funds holding in top 10
Funds holding in top 10: 25 → 28 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$25.5M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$15.8M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$13.8M |
| 4 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$13.2M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$16.2M |
| 2 |
Morgan Stanley
New York
|
-$13.9M |
| 3 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
-$8.57M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$5.45M |
| 5 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
-$3.69M |
SCHZ Hedge Fund Activity: Q4 2016 in Review
213 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2016, worth a combined $1.03B — up 32% from $782M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SCHZ positions and 13 closed out — a net gain of 33 holders — while 106 added to existing stakes and 44 trimmed.
The largest buyer was Destination Wealth Management, adding an estimated $25.5M. The largest seller was Roof Eidam Maycock Peralta (REMP), cutting an estimated $16.2M.
- 213 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2016, up from 183 in Q3 2016.
- Funds reported $1.03B of Schwab US Aggregate Bond ETF stock for Q4 2016, up 32% quarter-over-quarter.
- 46 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2016 and 13 closed out, a net change of +33 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q4 2016 was Destination Wealth Management, an estimated $25.5M added.
- The largest Schwab US Aggregate Bond ETF seller in Q4 2016 was Roof Eidam Maycock Peralta (REMP), an estimated $16.2M sold.
Based on aggregated 13F filings for Q4 2016.