Schwab Short-Term US Treasury ETF
SCHO
340 hedge funds and large institutions have $3.37B invested in Schwab Short-Term US Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 122 reducing their positions, and 27 closing their positions.
133% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 27
42% more capital invested
Capital invested by funds: $2.38B → $3.37B (+$990M)
13% more funds holding in top 10
Funds holding in top 10: 47 → 53 (+6)
11% more funds holding
Funds holding: 307 → 340 (+33)
5.48% more ownership
Funds ownership: 115.11% → 120.58% (+5.5%)
9% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 122
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$755M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$228M |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
+$25.6M |
| 4 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$20.1M |
| 5 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$62.6M |
| 2 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$61.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$34M |
| 4 |
I
INVST
Indianapolis,
Indiana
|
-$28.7M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$26.9M |
SCHO Hedge Fund Activity: Q1 2019 in Review
340 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q1 2019, worth a combined $3.37B — up 42% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new SCHO positions and 27 closed out — a net gain of 36 holders — while 133 added to existing stakes and 122 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $755M. The largest seller was Hilton Capital Management, exiting entirely with an estimated $62.6M sold.
- 340 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q1 2019, up from 307 in Q4 2018.
- Funds reported $3.37B of Schwab Short-Term US Treasury ETF stock for Q1 2019, up 42% quarter-over-quarter.
- 63 funds opened new Schwab Short-Term US Treasury ETF positions in Q1 2019 and 27 closed out, a net change of +36 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q1 2019 was Financial Engines Advisors, an estimated $755M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q1 2019 was Hilton Capital Management, an estimated $62.6M sold.
Based on aggregated 13F filings for Q1 2019.