Schwab High Yield Bond ETF
SCYB
8 hedge funds and large institutions have $15M invested in Schwab High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
128% more capital invested
Capital invested by funds: $6.57M → $15M (+$8.42M)
60% more funds holding
Funds holding: 5 → 8 (+3)
13.4% more ownership
Funds ownership: 25.09% → 38.49% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$4.13M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$2.65M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$294K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$215K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$214K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2.99K |
| 2 |
BIA
Bell Investment Advisors
Oakland,
California
|
-$50 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Charles Schwab
San Francisco,
California
| $8.79M | +$4.13M | +164,414 | +94% |
|
|
FTUS
2
Flow Traders U.S.
New York
| $4.37M | +$2.65M | +105,636 | +169% |
|
3
Jane Street
New York
| $812K | +$121K | +4,802 | +18% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $303K | +$294K | +11,688 | New |
|
|
CM
5
Columbus Macro
New Castle,
Pennsylvania
| $222K | +$214K | +8,526 | New |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| $222K | +$215K | +8,544 | New |
|
|
7
Cetera Investment Advisers
Schaumburg,
Illinois
| $221K | +$214K | +8,526 | New |
|
|
CFD
8
Creative Financial Designs
Kokomo,
Indiana
| $48.7K | +$47.1K | +1,874 | New |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| – | -$2.99K | -120 | Closed |
|
|
BIA
10
Bell Investment Advisors
Oakland,
California
| – | -$50 | -2 | Closed |
|
SCYB Hedge Fund Activity: Q4 2023 in Review
8 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab High Yield Bond ETF (SCYB) for Q4 2023, worth a combined $15M — up 128% from $6.57M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SCYB positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Charles Schwab, adding an estimated $4.13M. The largest seller was Harbour Investments, exiting entirely with an estimated $2.99K sold.
- 8 institutional investors held Schwab High Yield Bond ETF (SCYB) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $15M of Schwab High Yield Bond ETF stock for Q4 2023, up 128% quarter-over-quarter.
- 5 funds opened new Schwab High Yield Bond ETF positions in Q4 2023 and 2 closed out, a net change of +3 holders.
- The largest Schwab High Yield Bond ETF buyer in Q4 2023 was Charles Schwab, an estimated $4.13M added.
- The largest Schwab High Yield Bond ETF seller in Q4 2023 was Harbour Investments, an estimated $2.99K sold.
Based on aggregated 13F filings for Q4 2023.