Schwab US TIPS ETF
SCHP
201 hedge funds and large institutions have $1.24B invested in Schwab US TIPS ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 46 reducing their positions, and 17 closing their positions.
115% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 46
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
48% more capital invested
Capital invested by funds: $840M → $1.24B (+$402M)
17.92% more ownership
Funds ownership: 81.24% → 99.16% (+18%)
6% more funds holding
Funds holding: 189 → 201 (+12)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$300M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$41.9M |
| 3 |
MCM
Makena Capital Management
Menlo Park,
California
|
+$15.4M |
| 4 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$12.3M |
| 5 |
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
+$7.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$25.4M |
| 2 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$8.11M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$5.97M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$5.5M |
| 5 |
AA
Apriem Advisors
Irvine,
California
|
-$4.49M |
SCHP Hedge Fund Activity: Q3 2017 in Review
201 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q3 2017, worth a combined $1.24B — up 48% from $840M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SCHP positions and 17 closed out — a net gain of 14 holders — while 99 added to existing stakes and 46 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $300M. The largest seller was Avidian Wealth Enterprises, cutting an estimated $25.4M.
- 201 institutional investors held Schwab US TIPS ETF (SCHP) as of Q3 2017, up from 189 in Q2 2017.
- Funds reported $1.24B of Schwab US TIPS ETF stock for Q3 2017, up 48% quarter-over-quarter.
- 31 funds opened new Schwab US TIPS ETF positions in Q3 2017 and 17 closed out, a net change of +14 holders.
- The largest Schwab US TIPS ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $300M added.
- The largest Schwab US TIPS ETF seller in Q3 2017 was Avidian Wealth Enterprises, an estimated $25.4M sold.
Based on aggregated 13F filings for Q3 2017.