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Schwab US TIPS ETF
SCHP
SCHP
59 hedge funds and large institutions have $97.5M invested in Schwab US TIPS ETF in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
17% more capital invested
Capital invested by funds: $83.4M → $97.5M (+$14.1M)
16% more funds holding
Funds holding: 51 → 59 (+8)
3.45% more ownership
Funds ownership: 36.33% → 39.77% (+3.4%)
Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
11
Increased
22
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ST
51
Stifel Trust
St. Louis,
Missouri
| $17K | +$16.9K | +610 | New |
|
|
AA
52
Apriem Advisors
Irvine,
California
| $11K | – | – | – |
|
|
PO
53
Private Ocean
San Rafael,
California
| $9K | +$111 | +4 | +1% |
|
|
PIA
54
Peachtree Investment Advisors
Atlanta,
Georgia
| $8K | +$7.74K | +280 | New |
|
|
MA
55
MUFG Americas
New York
| $4K | – | – | – |
|
|
HCM
56
Horrell Capital Management
Little Rock,
Arkansas
| $2K | – | – | – |
|
|
FANJ
57
Financial Architects (New Jersey)
Marlton,
New Jersey
| $1K | – | – | – |
|
|
VIA
58
Vantage Investment Advisors
State College,
Pennsylvania
| $1K | – | – | – |
|
|
BIT
59
BlackRock Institutional Trust
San Francisco,
California
| – | -$232K | -8,322 | Closed |
|
60
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$56K | -2,000 | Closed |
|
|
WAM
61
Wallington Asset Management
Indianapolis,
Indiana
| – | -$3K | -110 | Closed |
|
|
RAM
62
Riggs Asset Management
Dallas,
Pennsylvania
| – | +$166 | +6 | New |
|