Schwab Short-Term US Treasury ETF
SCHO
368 hedge funds and large institutions have $3.05B invested in Schwab Short-Term US Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 168 increasing their positions, 108 reducing their positions, and 32 closing their positions.
72% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 32
56% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 108
7% more funds holding
Funds holding: 345 → 368 (+23)
6% more funds holding in top 10
Funds holding in top 10: 51 → 54 (+3)
8% less capital invested
Capital invested by funds: $3.33B → $3.05B (-$273M)
17% less ownership
Funds ownership: 120.07% → 103.08% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$236M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$56.7M |
| 3 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$45.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$42.7M |
| 5 |
FAG
Financial Advisory Group
Houston,
Texas
|
+$35.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$744M |
| 2 |
IA
IndexIQ Advisors
New York
|
-$64.2M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$24.4M |
| 4 |
AA
Alesco Advisors
Pittsford,
New York
|
-$16.7M |
| 5 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$8.25M |
SCHO Hedge Fund Activity: Q3 2019 in Review
368 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q3 2019, worth a combined $3.05B — down 8.2% from $3.33B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SCHO positions and 32 closed out — a net gain of 23 holders — while 168 added to existing stakes and 108 trimmed.
The largest buyer was Jane Street, adding an estimated $236M. The largest seller was Financial Engines Advisors, cutting an estimated $744M.
- 368 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q3 2019, up from 345 in Q2 2019.
- Funds reported $3.05B of Schwab Short-Term US Treasury ETF stock for Q3 2019, down 8.2% quarter-over-quarter.
- 55 funds opened new Schwab Short-Term US Treasury ETF positions in Q3 2019 and 32 closed out, a net change of +23 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q3 2019 was Jane Street, an estimated $236M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q3 2019 was Financial Engines Advisors, an estimated $744M sold.
Based on aggregated 13F filings for Q3 2019.