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SGVT

Schwab Government Money Market ETF

64 hedge funds and large institutions have $133M invested in Schwab Government Money Market ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

86.98% more ownership

Funds ownership: 32.95%119.94% (+87%)

45% more funds holding

Funds holding: 4464 (+20)

20% more capital invested

Capital invested by funds: $111M → $133M (+$22.3M)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
64
Holders Change
+20
Holders Change %
+45.45%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
15
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
51
Creative Financial Designs
Indiana
$205K +$3.12K +31 +2%
MOS
52
MGO One Seven
Ohio
$204K -$3.1M -30,851 -94%
ACA
53
Aptus Capital Advisors
Alabama
$89.6K +$89.5K +890 New
Osaic Holdings
54
Osaic Holdings
Arizona
$63.2K -$32.6K -324 -34%
JP Morgan Chase
55
JP Morgan Chase
New York
$60.6K
RF
56
Robbins Farley
New Hampshire
$60.4K +$60.4K +600 New
HFM
57
Hartford Financial Management
Connecticut
$26.1K -$26.7K -265 -51%
WBC
58
West Branch Capital
Massachusetts
$15.9K +$704 +7 +5%
FW
59
Fairway Wealth
Ohio
$15K +$15K +149 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$11.5K +$11.5K +114 New
EWA
61
EverSource Wealth Advisors
Alabama
$10.6K +$10.6K +105 New
FMP
62
Financial Management Professionals
Texas
$2.84K
SGK
63
Steigerwald Gordon & Koch
Virginia
$303 +$302 +3 New
BlackRock
64
BlackRock
New York
$70 +$101 +1 New
EMAM
65
Encompass More Asset Management
California
-$5M -49,794 Closed
CA
66
Crumly & Associates
Illinois
-$1.37M -13,617 Closed
UBS Group
67
UBS Group
Switzerland
-$1.31M -13,051 Closed
ML
68
McAdam LLC
Pennsylvania
-$846K -8,421 Closed
AIP
69
Almanack Investment Partners
Pennsylvania
-$654K -6,505 Closed
CAG
70
Csenge Advisory Group
Florida
-$617K -6,136 Closed
OPOWM
71
One Plus One Wealth Management
Florida
-$276K -2,742 Closed
UAG
72
United Advisor Group
Ohio
-$241K -2,395 Closed
ECM
73
Evergreen Capital Management
Washington
-$201K -2,000 Closed

SGVT Hedge Fund Activity: Q1 2026 in Review

64 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Schwab Government Money Market ETF (SGVT) for Q1 2026, worth a combined $133M — up 20% from $111M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SGVT positions and 9 closed out — a net gain of 20 holders — while 15 added to existing stakes and 17 trimmed.

The largest buyer was Moulton Wealth Management, opening a new position worth an estimated $464M. The largest seller was North Berkeley Wealth Management, cutting an estimated $17.6M.

  • 64 institutional investors held Schwab Government Money Market ETF (SGVT) as of Q1 2026, up from 44 in Q4 2025.
  • Funds reported $133M of Schwab Government Money Market ETF stock for Q1 2026, up 20% quarter-over-quarter.
  • 29 funds opened new Schwab Government Money Market ETF positions in Q1 2026 and 9 closed out, a net change of +20 holders.
  • The largest Schwab Government Money Market ETF buyer in Q1 2026 was Moulton Wealth Management, an estimated $464M added.
  • The largest Schwab Government Money Market ETF seller in Q1 2026 was North Berkeley Wealth Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2026.