Schwab US TIPS ETF
SCHP
173 hedge funds and large institutions have $791M invested in Schwab US TIPS ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 35 reducing their positions, and 13 closing their positions.
192% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 13
114% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 35
26% more capital invested
Capital invested by funds: $627M → $791M (+$164M)
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
15% more funds holding
Funds holding: 150 → 173 (+23)
3.23% more ownership
Funds ownership: 77.65% → 80.88% (+3.2%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
M&T Bank
Buffalo,
New York
| – | -$536K | -19,556 | Closed |
|
|
MC
177
Matisse Capital
Portland,
Oregon
| – | -$300K | -10,934 | Closed |
|
|
AIA
178
Allegis Investment Advisors
Idaho Falls,
Idaho
| – | -$224K | -8,160 | Closed |
|
|
FPCP
179
Fort Point Capital Partners
San Francisco,
California
| – | -$221K | -8,000 | Closed |
|
180
Chevy Chase Trust
Bethesda,
Maryland
| – | -$213K | -7,752 | Closed |
|
|
GBBWRPM
181
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| – | -$25K | -908 | Closed |
|
|
IPC
182
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$17K | -612 | Closed |
|
|
AA
183
Ancora Advisors
Cleveland,
Ohio
| – | -$5K | -178 | Closed |
|
184
US Bancorp
Minneapolis,
Minnesota
| – | -$3K | -102 | Closed |
|
185
SEI Investments
Oaks,
Pennsylvania
| – | +$276 | +10 | New |
|
SCHP Hedge Fund Activity: Q1 2017 in Review
173 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q1 2017, worth a combined $791M — up 26% from $627M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SCHP positions and 13 closed out — a net gain of 25 holders — while 75 added to existing stakes and 35 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $31.1M. The largest seller was Roof Eidam Maycock Peralta (REMP), exiting entirely with an estimated $10.9M sold.
- 173 institutional investors held Schwab US TIPS ETF (SCHP) as of Q1 2017, up from 150 in Q4 2016.
- Funds reported $791M of Schwab US TIPS ETF stock for Q1 2017, up 26% quarter-over-quarter.
- 38 funds opened new Schwab US TIPS ETF positions in Q1 2017 and 13 closed out, a net change of +25 holders.
- The largest Schwab US TIPS ETF buyer in Q1 2017 was Charles Schwab Investment Advisory, an estimated $31.1M added.
- The largest Schwab US TIPS ETF seller in Q1 2017 was Roof Eidam Maycock Peralta (REMP), an estimated $10.9M sold.
Based on aggregated 13F filings for Q1 2017.