Schwab Short-Term US Treasury ETF
SCHO
237 hedge funds and large institutions have $1.09B invested in Schwab Short-Term US Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 76 reducing their positions, and 21 closing their positions.
62% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 21
28% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 76
15% more capital invested
Capital invested by funds: $950M → $1.09B (+$143M)
10% more funds holding in top 10
Funds holding in top 10: 21 → 23 (+2)
4% more funds holding
Funds holding: 227 → 237 (+10)
2.03% more ownership
Funds ownership: 81.96% → 83.99% (+2%)
Top Buyers
Top Sellers
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$14.2M |
| 2 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$6.17M |
| 3 |
RWM
Rench Wealth Management
Denton,
Texas
|
-$4.07M |
| 4 |
Jane Street
New York
|
-$3.52M |
| 5 |
BCP
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
-$3.29M |
SCHO Hedge Fund Activity: Q2 2018 in Review
237 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q2 2018, worth a combined $1.09B — up 15% from $950M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SCHO positions and 21 closed out — a net gain of 13 holders — while 97 added to existing stakes and 76 trimmed.
The largest buyer was IndexIQ Advisors, adding an estimated $70.4M. The largest seller was SEI Investments, cutting an estimated $14.2M.
- 237 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q2 2018, up from 227 in Q1 2018.
- Funds reported $1.09B of Schwab Short-Term US Treasury ETF stock for Q2 2018, up 15% quarter-over-quarter.
- 34 funds opened new Schwab Short-Term US Treasury ETF positions in Q2 2018 and 21 closed out, a net change of +13 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q2 2018 was IndexIQ Advisors, an estimated $70.4M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q2 2018 was SEI Investments, an estimated $14.2M sold.
Based on aggregated 13F filings for Q2 2018.