Schwab Short-Term US Treasury ETF
SCHO
464 hedge funds and large institutions have $4.29B invested in Schwab Short-Term US Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 181 increasing their positions, 169 reducing their positions, and 37 closing their positions.
14% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 37
7% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 169
4% more capital invested
Capital invested by funds: $4.11B → $4.29B (+$174M)
0% more funds holding
Funds holding: 464 → 464 (0)
0.12% less ownership
Funds ownership: 115.85% → 115.74% (-0.12%)
16% less funds holding in top 10
Funds holding in top 10: 68 → 57 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$123M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$120M |
| 3 |
NA
NextCapital Advisers
Chicago,
Illinois
|
+$35.7M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$23.9M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$26.9M |
| 2 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$24.9M |
| 3 |
STA
Summit Trail Advisors
New York
|
-$22M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$21.5M |
| 5 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$19.5M |
SCHO Hedge Fund Activity: Q3 2020 in Review
464 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q3 2020, worth a combined $4.29B — up 4.2% from $4.11B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SCHO positions and 37 closed out — a net gain of 5 holders — while 181 added to existing stakes and 169 trimmed.
The largest buyer was Ameriprise, adding an estimated $123M. The largest seller was Hilton Capital Management, cutting an estimated $26.9M.
- 464 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $4.29B of Schwab Short-Term US Treasury ETF stock for Q3 2020, up 4.2% quarter-over-quarter.
- 42 funds opened new Schwab Short-Term US Treasury ETF positions in Q3 2020 and 37 closed out, a net change of +5 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q3 2020 was Ameriprise, an estimated $123M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q3 2020 was Hilton Capital Management, an estimated $26.9M sold.
Based on aggregated 13F filings for Q3 2020.