Schwab Short-Term US Treasury ETF
SCHO
170 hedge funds and large institutions have $807M invested in Schwab Short-Term US Treasury ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 47 reducing their positions, and 16 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 47
50% more funds holding in top 10
Funds holding in top 10: 16 → 24 (+8)
38% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 16
34% more capital invested
Capital invested by funds: $604M → $807M (+$204M)
11.38% more ownership
Funds ownership: 68.63% → 80% (+11%)
3% more funds holding
Funds holding: 165 → 170 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
+$77.8M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$29.5M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$23.1M |
| 4 |
Morgan Stanley
New York
|
+$13.7M |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
-$12.6M |
| 2 |
EWM
Evermay Wealth Management
Arlington,
Virginia
|
-$4.72M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$3.84M |
| 4 |
Jane Street
New York
|
-$3.06M |
| 5 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$2.16M |
SCHO Hedge Fund Activity: Q3 2017 in Review
170 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q3 2017, worth a combined $807M — up 34% from $604M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SCHO positions and 16 closed out — a net gain of 6 holders — while 80 added to existing stakes and 47 trimmed.
The largest buyer was IndexIQ Advisors, adding an estimated $77.8M. The largest seller was Leavell Investment Management, cutting an estimated $12.6M.
- 170 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q3 2017, up from 165 in Q2 2017.
- Funds reported $807M of Schwab Short-Term US Treasury ETF stock for Q3 2017, up 34% quarter-over-quarter.
- 22 funds opened new Schwab Short-Term US Treasury ETF positions in Q3 2017 and 16 closed out, a net change of +6 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q3 2017 was IndexIQ Advisors, an estimated $77.8M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q3 2017 was Leavell Investment Management, an estimated $12.6M sold.
Based on aggregated 13F filings for Q3 2017.