Schwab US TIPS ETF
SCHP
113 hedge funds and large institutions have $456M invested in Schwab US TIPS ETF in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 9 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 33
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
3% more funds holding
Funds holding: 110 → 113 (+3)
9% less capital invested
Capital invested by funds: $502M → $456M (-$46.6M)
14.7% less ownership
Funds ownership: 86.75% → 72.05% (-15%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
Top Sellers
SCHP Hedge Fund Activity: Q3 2016 in Review
113 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q3 2016, worth a combined $456M — down 9.3% from $502M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SCHP positions and 9 closed out — a net gain of 4 holders — while 53 added to existing stakes and 33 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $42.7M. The largest seller was Envestnet Asset Management, cutting an estimated $59.7M.
- 113 institutional investors held Schwab US TIPS ETF (SCHP) as of Q3 2016, up from 110 in Q2 2016.
- Funds reported $456M of Schwab US TIPS ETF stock for Q3 2016, down 9.3% quarter-over-quarter.
- 13 funds opened new Schwab US TIPS ETF positions in Q3 2016 and 9 closed out, a net change of +4 holders.
- The largest Schwab US TIPS ETF buyer in Q3 2016 was Charles Schwab Investment Advisory, an estimated $42.7M added.
- The largest Schwab US TIPS ETF seller in Q3 2016 was Envestnet Asset Management, an estimated $59.7M sold.
Based on aggregated 13F filings for Q3 2016.