Schwab US Aggregate Bond ETF
SCHZ
507 hedge funds and large institutions have $4.3B invested in Schwab US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 223 increasing their positions, 148 reducing their positions, and 21 closing their positions.
257% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 21
51% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 148
13% more capital invested
Capital invested by funds: $3.82B → $4.3B (+$480M)
10% more funds holding
Funds holding: 461 → 507 (+46)
7.27% more ownership
Funds ownership: 91.9% → 99.17% (+7.3%)
6% more funds holding in top 10
Funds holding in top 10: 51 → 54 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$121M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$88.6M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$38M |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
+$28.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$69.6M |
| 2 |
Jane Street
New York
|
-$33.4M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$25.4M |
| 4 |
MTC
Matrix Trust Company
Denver,
Colorado
|
-$10.9M |
| 5 |
PIMG
Patriot Investment Management Group
Knoxville,
Tennessee
|
-$9.22M |
SCHZ Hedge Fund Activity: Q4 2020 in Review
507 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2020, worth a combined $4.3B — up 13% from $3.82B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new SCHZ positions and 21 closed out — a net gain of 54 holders — while 223 added to existing stakes and 148 trimmed.
The largest buyer was Charles Schwab, adding an estimated $121M. The largest seller was Ameriprise, cutting an estimated $69.6M.
- 507 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2020, up from 461 in Q3 2020.
- Funds reported $4.3B of Schwab US Aggregate Bond ETF stock for Q4 2020, up 13% quarter-over-quarter.
- 75 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2020 and 21 closed out, a net change of +54 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q4 2020 was Charles Schwab, an estimated $121M added.
- The largest Schwab US Aggregate Bond ETF seller in Q4 2020 was Ameriprise, an estimated $69.6M sold.
Based on aggregated 13F filings for Q4 2020.