Schwab Short-Term US Treasury ETF
SCHO
111 hedge funds and large institutions have $346M invested in Schwab Short-Term US Treasury ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 11 closing their positions.
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
56% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 27
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
10% more funds holding
Funds holding: 101 → 111 (+10)
0% more capital invested
Capital invested by funds: $344M → $346M (+$1.23M)
6.15% less ownership
Funds ownership: 64.22% → 58.06% (-6.2%)
Top Buyers
Top Sellers
| 1 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
-$34.8M |
| 2 |
TCM
Twele Capital Management
Minnetonka,
Minnesota
|
-$4.93M |
| 3 |
Morgan Stanley
New York
|
-$3.93M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$2.78M |
| 5 |
CA
Callahan Advisors
Houston,
Texas
|
-$2.3M |
SCHO Hedge Fund Activity: Q1 2016 in Review
111 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q1 2016, worth a combined $346M — up 0.36% from $344M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SCHO positions and 11 closed out — a net gain of 10 holders — while 42 added to existing stakes and 27 trimmed.
The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $19M. The largest seller was Leavell Investment Management, cutting an estimated $34.8M.
- 111 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q1 2016, up from 101 in Q4 2015.
- Funds reported $346M of Schwab Short-Term US Treasury ETF stock for Q1 2016, up 0.36% quarter-over-quarter.
- 21 funds opened new Schwab Short-Term US Treasury ETF positions in Q1 2016 and 11 closed out, a net change of +10 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q1 2016 was SFMG Wealth Advisors, an estimated $19M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q1 2016 was Leavell Investment Management, an estimated $34.8M sold.
Based on aggregated 13F filings for Q1 2016.