Schwab Short-Term US Treasury ETF
SCHO
46 hedge funds and large institutions have $141M invested in Schwab Short-Term US Treasury ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
15% more funds holding
Funds holding: 40 → 46 (+6)
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
5% more capital invested
Capital invested by funds: $133M → $141M (+$7.15M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1.53% less ownership
Funds ownership: 49.06% → 47.53% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.25M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.46M |
| 3 |
Jane Street
New York
|
+$1.95M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$839K |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$701K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$7.43M |
| 2 |
DS
DRW Securities
Chicago,
Illinois
|
-$1.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$723K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$653K |
| 5 |
RWM
Rench Wealth Management
Denton,
Texas
|
-$516K |
SCHO Hedge Fund Activity: Q3 2014 in Review
46 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q3 2014, worth a combined $141M — up 5.4% from $133M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SCHO positions and 4 closed out — a net gain of 6 holders — while 16 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.25M. The largest seller was Destination Wealth Management, cutting an estimated $7.43M.
- 46 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q3 2014, up from 40 in Q2 2014.
- Funds reported $141M of Schwab Short-Term US Treasury ETF stock for Q3 2014, up 5.4% quarter-over-quarter.
- 10 funds opened new Schwab Short-Term US Treasury ETF positions in Q3 2014 and 4 closed out, a net change of +6 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q3 2014 was Morgan Stanley, an estimated $8.25M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q3 2014 was Destination Wealth Management, an estimated $7.43M sold.
Based on aggregated 13F filings for Q3 2014.