Schwab Short-Term US Treasury ETF
SCHO
214 hedge funds and large institutions have $816M invested in Schwab Short-Term US Treasury ETF in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 17 closing their positions.
259% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 17
26% more funds holding
Funds holding: 170 → 214 (+44)
1% more capital invested
Capital invested by funds: $807M → $816M (+$8.1M)
0% more funds holding in top 10
Funds holding in top 10: 24 → 24 (0)
7% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 68
4.66% less ownership
Funds ownership: 80% → 75.34% (-4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$131M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$6.58M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$3.72M |
| 4 |
QCMNJ
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
+$3.69M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
-$119M |
| 2 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$24.6M |
| 3 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
-$11.9M |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$11.8M |
| 5 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$8.66M |
SCHO Hedge Fund Activity: Q4 2017 in Review
214 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q4 2017, worth a combined $816M — up 1% from $807M a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new SCHO positions and 17 closed out — a net gain of 44 holders — while 63 added to existing stakes and 68 trimmed.
The largest buyer was Bank of America, adding an estimated $131M. The largest seller was IndexIQ Advisors, cutting an estimated $119M.
- 214 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q4 2017, up from 170 in Q3 2017.
- Funds reported $816M of Schwab Short-Term US Treasury ETF stock for Q4 2017, up 1% quarter-over-quarter.
- 61 funds opened new Schwab Short-Term US Treasury ETF positions in Q4 2017 and 17 closed out, a net change of +44 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q4 2017 was Bank of America, an estimated $131M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q4 2017 was IndexIQ Advisors, an estimated $119M sold.
Based on aggregated 13F filings for Q4 2017.