Schwab Intermediately-Term US Treasury ETF
SCHR
202 hedge funds and large institutions have $3.6B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 16 closing their positions.
119% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 16
73% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 49
17% more capital invested
Capital invested by funds: $3.09B → $3.6B (+$513M)
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
9% more funds holding
Funds holding: 186 → 202 (+16)
5.84% more ownership
Funds ownership: 157.77% → 163.61% (+5.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$161M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$80.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$78.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$64.4M |
| 5 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
+$34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$32.3M |
| 2 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$28.8M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$20.3M |
| 4 |
Jane Street
New York
|
-$17.4M |
| 5 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$10.4M |
SCHR Hedge Fund Activity: Q2 2019 in Review
202 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q2 2019, worth a combined $3.6B — up 17% from $3.09B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SCHR positions and 16 closed out — a net gain of 19 holders — while 85 added to existing stakes and 49 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $161M. The largest seller was Madison Investment Holdings, cutting an estimated $32.3M.
- 202 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q2 2019, up from 186 in Q1 2019.
- Funds reported $3.6B of Schwab Intermediately-Term US Treasury ETF stock for Q2 2019, up 17% quarter-over-quarter.
- 35 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q2 2019 and 16 closed out, a net change of +19 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q2 2019 was Charles Schwab Investment Advisory, an estimated $161M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q2 2019 was Madison Investment Holdings, an estimated $32.3M sold.
Based on aggregated 13F filings for Q2 2019.