Schwab Short-Term US Treasury ETF
SCHO
252 hedge funds and large institutions have $1.3B invested in Schwab Short-Term US Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 76 reducing their positions, and 22 closing their positions.
77% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 22
50% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 76
26% more funds holding in top 10
Funds holding in top 10: 23 → 29 (+6)
19% more capital invested
Capital invested by funds: $1.09B → $1.3B (+$209M)
6% more funds holding
Funds holding: 237 → 252 (+15)
3.45% more ownership
Funds ownership: 83.99% → 87.45% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$64M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$27.6M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$17M |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
+$12.5M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
-$28.2M |
| 2 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$25.8M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$5.77M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.34M |
| 5 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$3.77M |
SCHO Hedge Fund Activity: Q3 2018 in Review
252 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q3 2018, worth a combined $1.3B — up 19% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SCHO positions and 22 closed out — a net gain of 17 holders — while 114 added to existing stakes and 76 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $64M. The largest seller was IndexIQ Advisors, cutting an estimated $28.2M.
- 252 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q3 2018, up from 237 in Q2 2018.
- Funds reported $1.3B of Schwab Short-Term US Treasury ETF stock for Q3 2018, up 19% quarter-over-quarter.
- 39 funds opened new Schwab Short-Term US Treasury ETF positions in Q3 2018 and 22 closed out, a net change of +17 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q3 2018 was Stifel Financial, an estimated $64M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q3 2018 was IndexIQ Advisors, an estimated $28.2M sold.
Based on aggregated 13F filings for Q3 2018.