Schwab Short-Term US Treasury ETF
SCHO
424 hedge funds and large institutions have $2.93B invested in Schwab Short-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 167 increasing their positions, 123 reducing their positions, and 35 closing their positions.
174% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 35
36% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 123
15% more funds holding
Funds holding: 368 → 424 (+56)
8.62% more ownership
Funds ownership: 103.08% → 111.7% (+8.6%)
4% less capital invested
Capital invested by funds: $3.05B → $2.93B (-$124M)
2% less funds holding in top 10
Funds holding in top 10: 54 → 53 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NextCapital Advisers
Chicago,
Illinois
|
+$40.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$34.9M |
| 3 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$25M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$11.9M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$9.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$225M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$64.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$22.9M |
| 4 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$21.8M |
| 5 |
SFSG
Stearns Financial Services Group
Greensboro,
North Carolina
|
-$20.8M |
SCHO Hedge Fund Activity: Q4 2019 in Review
424 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q4 2019, worth a combined $2.93B — down 4.1% from $3.05B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new SCHO positions and 35 closed out — a net gain of 61 holders — while 167 added to existing stakes and 123 trimmed.
The largest buyer was NextCapital Advisers, opening a new position worth an estimated $40.1M. The largest seller was Jane Street, cutting an estimated $225M.
- 424 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q4 2019, up from 368 in Q3 2019.
- Funds reported $2.93B of Schwab Short-Term US Treasury ETF stock for Q4 2019, down 4.1% quarter-over-quarter.
- 96 funds opened new Schwab Short-Term US Treasury ETF positions in Q4 2019 and 35 closed out, a net change of +61 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q4 2019 was NextCapital Advisers, an estimated $40.1M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q4 2019 was Jane Street, an estimated $225M sold.
Based on aggregated 13F filings for Q4 2019.