Schwab Municipal Bond ETF
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50 hedge funds and large institutions have $104M invested in Schwab Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
57% more capital invested
Capital invested by funds: $66.1M → $104M (+$37.5M)
2.98% less ownership
Funds ownership: 86.21% → 83.23% (-3%)
Holders
50
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$7.04M | |
| 2 | +$6.32M | |
| 3 | +$4.46M | |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$2.37M |
| 5 |
CSIA
Carl Stuart Investment Advisor
Austin,
Texas
|
+$2.08M |
Top Sellers
| 1 | -$2.59M | |
| 2 | -$1.3M | |
| 3 | -$77.1K | |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$31.8K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$24.8K |