Schwab Intermediately-Term US Treasury ETF
SCHR
256 hedge funds and large institutions have $2B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 85 reducing their positions, and 28 closing their positions.
25% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 28
2% more funds holding
Funds holding: 251 → 256 (+5)
5% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 85
30.74% less ownership
Funds ownership: 152.61% → 121.87% (-31%)
35% less funds holding in top 10
Funds holding in top 10: 26 → 17 (-9)
46% less capital invested
Capital invested by funds: $3.71B → $2B (-$1.71B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$49.3M |
| 2 |
JP Morgan Chase
New York
|
+$37.1M |
| 3 |
YAL
Your Advocates Ltd
Houston,
Texas
|
+$26.6M |
| 4 |
IA
IndexIQ Advisors
New York
|
+$17.3M |
| 5 |
FIG
FundX Investment Group
San Francisco,
California
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$1.88B |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$31.1M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$22.7M |
| 4 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$19.2M |
| 5 |
BSAM
Blue Sky Asset Management
Greenwood Village,
Colorado
|
-$11.5M |
SCHR Hedge Fund Activity: Q2 2020 in Review
256 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q2 2020, worth a combined $2B — down 46% from $3.71B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SCHR positions and 28 closed out — a net gain of 7 holders — while 89 added to existing stakes and 85 trimmed.
The largest buyer was Ameriprise, adding an estimated $49.3M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $1.88B.
- 256 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q2 2020, up from 251 in Q1 2020.
- Funds reported $2B of Schwab Intermediately-Term US Treasury ETF stock for Q2 2020, down 46% quarter-over-quarter.
- 35 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q2 2020 and 28 closed out, a net change of +7 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q2 2020 was Ameriprise, an estimated $49.3M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q2 2020 was Charles Schwab Investment Advisory, an estimated $1.88B sold.
Based on aggregated 13F filings for Q2 2020.