Schwab Municipal Bond ETF
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85 hedge funds and large institutions have $179M invested in Schwab Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 13 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
25% more funds holding
Funds holding: 68 → 85 (+17)
38.37% less ownership
Funds ownership: 75.16% → 36.79% (-38%)
Holders
85
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$20.4M | |
| 2 | +$6.83M | |
| 3 | +$3.66M | |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$2.13M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$2.05M |
Top Sellers
| 1 | -$10.9M | |
| 2 | -$2.94M | |
| 3 | -$2.23M | |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$1M |
| 5 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
-$493K |