Schwab Short-Term US Treasury ETF
SCHO
464 hedge funds and large institutions have $4.11B invested in Schwab Short-Term US Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 176 increasing their positions, 168 reducing their positions, and 43 closing their positions.
28% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 43
2% more funds holding
Funds holding: 455 → 464 (+9)
5% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 168
2% less capital invested
Capital invested by funds: $4.18B → $4.11B (-$70.7M)
5.92% less ownership
Funds ownership: 121.77% → 115.85% (-5.9%)
15% less funds holding in top 10
Funds holding in top 10: 80 → 68 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$140M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$101M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$68.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$56.2M |
| 5 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$49.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$126M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$118M |
| 3 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$51.1M |
| 4 |
CGFA
Colton Groome Financial Advisors
Asheville,
North Carolina
|
-$42.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$39.8M |
SCHO Hedge Fund Activity: Q2 2020 in Review
464 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q2 2020, worth a combined $4.11B — down 1.7% from $4.18B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SCHO positions and 43 closed out — a net gain of 12 holders — while 176 added to existing stakes and 168 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $140M. The largest seller was Hilton Capital Management, cutting an estimated $126M.
- 464 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q2 2020, up from 455 in Q1 2020.
- Funds reported $4.11B of Schwab Short-Term US Treasury ETF stock for Q2 2020, down 1.7% quarter-over-quarter.
- 55 funds opened new Schwab Short-Term US Treasury ETF positions in Q2 2020 and 43 closed out, a net change of +12 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q2 2020 was Franklin Resources, an estimated $140M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q2 2020 was Hilton Capital Management, an estimated $126M sold.
Based on aggregated 13F filings for Q2 2020.