Schwab Short-Term US Treasury ETF
SCHO
160 hedge funds and large institutions have $635M invested in Schwab Short-Term US Treasury ETF in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 7 closing their positions.
343% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 7
40% more capital invested
Capital invested by funds: $455M → $635M (+$180M)
23% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 53
16% more funds holding
Funds holding: 138 → 160 (+22)
13.41% more ownership
Funds ownership: 64.87% → 78.27% (+13%)
10% more funds holding in top 10
Funds holding in top 10: 20 → 22 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$95.4M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$32.3M |
| 3 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$27.1M |
| 4 |
IA
IndexIQ Advisors
New York
|
+$13.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
-$15M |
| 2 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$9.27M |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$4.99M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$3.56M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.67M |
SCHO Hedge Fund Activity: Q1 2017 in Review
160 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q1 2017, worth a combined $635M — up 40% from $455M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SCHO positions and 7 closed out — a net gain of 24 holders — while 65 added to existing stakes and 53 trimmed.
The largest buyer was SEI Investments, opening a new position worth an estimated $95.4M. The largest seller was Financial Consulate, cutting an estimated $15M.
- 160 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q1 2017, up from 138 in Q4 2016.
- Funds reported $635M of Schwab Short-Term US Treasury ETF stock for Q1 2017, up 40% quarter-over-quarter.
- 31 funds opened new Schwab Short-Term US Treasury ETF positions in Q1 2017 and 7 closed out, a net change of +24 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q1 2017 was SEI Investments, an estimated $95.4M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q1 2017 was Financial Consulate, an estimated $15M sold.
Based on aggregated 13F filings for Q1 2017.