Schwab Intermediately-Term US Treasury ETF
SCHR
32 hedge funds and large institutions have $171M invested in Schwab Intermediately-Term US Treasury ETF in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 5 closing their positions.
4,741% more capital inflows, than outflows
Capital inflows: $93.5M | Capital outflows: $1.93M
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
28% more funds holding
Funds holding: 25 → 32 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pinnacle Advisory Group
Columbia,
Maryland
|
+$81.4M |
| 2 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$2.58M |
| 3 |
Goldman Sachs
New York
|
+$2.43M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$1.69M |
| 5 |
BCM
Bluefin Capital Management
New York
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.18M |
| 2 |
United Capital Financial Advisors
Irving,
Texas
|
-$526K |
| 3 |
Vista Capital Partners
Portland,
Oregon
|
-$147K |
| 4 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
-$52.1K |
| 5 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$9.21K |
SCHR Hedge Fund Activity: Q1 2014 in Review
32 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q1 2014, worth a combined $171M — up 116% from $79.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SCHR positions and 5 closed out — a net gain of 7 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Pinnacle Advisory Group, opening a new position worth an estimated $81.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.18M sold.
- 32 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q1 2014, up from 25 in Q4 2013.
- Funds reported $171M of Schwab Intermediately-Term US Treasury ETF stock for Q1 2014, up 116% quarter-over-quarter.
- 12 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q1 2014 and 5 closed out, a net change of +7 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q1 2014 was Pinnacle Advisory Group, an estimated $81.4M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q1 2014 was Susquehanna International Group, an estimated $1.18M sold.
Based on aggregated 13F filings for Q1 2014.