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Schwab US TIPS ETF
SCHP

244 hedge funds and large institutions have $1.5B invested in Schwab US TIPS ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 17

155% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 44

21% more funds holding

Funds holding: 201 → 244 (+43)

21% more capital invested

Capital invested by funds: $1.24B → $1.5B (+$262M)

20% more funds holding in top 10

Funds holding in top 10: 10 → 12 (+2)

6.33% more ownership

Funds ownership: 99.16% → 105.49% (+6.3%)

Holders
244
Holders Change
+43
Holders Change %
+21.39%
% of All Funds
5.53%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
60
Increased
112
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$49.8M
2
AssetMark Inc
AssetMark Inc
California
+$45.9M
3
CSIA
Charles Schwab Investment Advisory
California
+$37.6M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$34.2M
5
FIMG
Financial & Investment Management Group
Michigan
+$17M

Top Sellers

1
MCM
Makena Capital Management
California
-$32.1M
2
M&T Bank
M&T Bank
New York
-$8.05M
3
SBL
Sargent Bickham Lagudis
Colorado
-$3.5M
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
-$3.4M
5
FWM
Frontier Wealth Management
Missouri
-$2.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
251
Flow Traders U.S.
New York
– -$725K -26,236 Closed
PFA
252
Pure Financial Advisors
California
– -$625K -22,628 Closed
SG Americas Securities
253
SG Americas Securities
New York
– -$606K -21,928 Closed
FAM
254
Formidable Asset Management
Ohio
– -$356K -12,878 Closed
DIS
255
Diversified Investment Strategies
Louisiana
– -$245K -8,850 Closed
TSS
256
Two Sigma Securities
New York
– -$217K -7,846 Closed
NFG
257
Next Financial Group
Texas
– -$100K -3,600 Closed
IF
258
Ironwood Financial
Arizona
– -$21K -770 Closed
AFNAS
259
American Financial Network Advisory Services
California
– -$16K -576 Closed
Simplex Trading
260
Simplex Trading
Illinois
– -$5K -200 Closed
CFA
261
Camarda Financial Advisors
Florida
– -$3K -112 Closed
7 8 9 10
11