Schwab Short-Term US Treasury ETF
SCHO
345 hedge funds and large institutions have $3.34B invested in Schwab Short-Term US Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 164 increasing their positions, 105 reducing their positions, and 30 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 105
40% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 30
1% more funds holding
Funds holding: 340 → 345 (+5)
0.52% less ownership
Funds ownership: 120.6% → 120.07% (-0.52%)
1% less capital invested
Capital invested by funds: $3.37B → $3.34B (-$29.6M)
4% less funds holding in top 10
Funds holding in top 10: 53 → 51 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$129M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$45.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$44.9M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$40.2M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$109M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$43.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$34.8M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$34.4M |
| 5 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$26.4M |
SCHO Hedge Fund Activity: Q2 2019 in Review
345 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q2 2019, worth a combined $3.34B — down 0.88% from $3.37B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SCHO positions and 30 closed out — a net gain of 12 holders — while 164 added to existing stakes and 105 trimmed.
The largest buyer was Hilton Capital Management, opening a new position worth an estimated $129M. The largest seller was Donoghue Forlines, cutting an estimated $109M.
- 345 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q2 2019, up from 340 in Q1 2019.
- Funds reported $3.34B of Schwab Short-Term US Treasury ETF stock for Q2 2019, down 0.88% quarter-over-quarter.
- 42 funds opened new Schwab Short-Term US Treasury ETF positions in Q2 2019 and 30 closed out, a net change of +12 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q2 2019 was Hilton Capital Management, an estimated $129M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q2 2019 was Donoghue Forlines, an estimated $109M sold.
Based on aggregated 13F filings for Q2 2019.