Schwab Municipal Bond ETF
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50 hedge funds and large institutions have $118M invested in Schwab Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5.19% less ownership
Funds ownership: 83.23% → 78.04% (-5.2%)
Holders
50
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$7.93M | |
| 2 | +$4.46M | |
| 3 | +$2.33M | |
| 4 |
VI
VanderPol Investments
Caledonia,
Michigan
|
+$2.19M |
| 5 |
Bank of New York Mellon
New York
|
+$1.48M |
Top Sellers
| 1 | -$2.08M | |
| 2 | -$1.79M | |
| 3 | -$1.49M | |
| 4 |
BFM
Boothbay Fund Management
New York
|
-$1.02M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$857K |