Schwab Short-Term US Treasury ETF
SCHO
227 hedge funds and large institutions have $950M invested in Schwab Short-Term US Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 62 reducing their positions, and 24 closing their positions.
67% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 24
60% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 62
16% more capital invested
Capital invested by funds: $816M → $950M (+$134M)
6.62% more ownership
Funds ownership: 75.34% → 81.96% (+6.6%)
6% more funds holding
Funds holding: 214 → 227 (+13)
13% less funds holding in top 10
Funds holding in top 10: 24 → 21 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$40.1M |
| 2 |
IA
IndexIQ Advisors
New York
|
+$30.7M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$14.2M |
| 4 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
+$13M |
| 5 |
QCMNJ
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
+$7.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$14.9M |
| 2 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
-$11.4M |
| 3 |
SI
Scharf Investments
Los Gatos,
California
|
-$6.75M |
| 4 |
ECML
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
-$6.69M |
| 5 |
Morgan Stanley
New York
|
-$3.69M |
SCHO Hedge Fund Activity: Q1 2018 in Review
227 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q1 2018, worth a combined $950M — up 16% from $816M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SCHO positions and 24 closed out — a net gain of 16 holders — while 99 added to existing stakes and 62 trimmed.
The largest buyer was SEI Investments, adding an estimated $40.1M. The largest seller was Financial & Investment Management Group, cutting an estimated $14.9M.
- 227 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q1 2018, up from 214 in Q4 2017.
- Funds reported $950M of Schwab Short-Term US Treasury ETF stock for Q1 2018, up 16% quarter-over-quarter.
- 40 funds opened new Schwab Short-Term US Treasury ETF positions in Q1 2018 and 24 closed out, a net change of +16 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q1 2018 was SEI Investments, an estimated $40.1M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q1 2018 was Financial & Investment Management Group, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2018.