Schwab US TIPS ETF
SCHP
42 hedge funds and large institutions have $74.4M invested in Schwab US TIPS ETF in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
14% more funds holding
Funds holding: 37 → 42 (+5)
2.51% more ownership
Funds ownership: 34.34% → 36.84% (+2.5%)
4% more capital invested
Capital invested by funds: $71.5M → $74.4M (+$2.92M)
44% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 18
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $211K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$1.75M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.16M |
| 3 |
BCM
Bluefin Capital Management
New York
|
+$1.01M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$702K |
| 5 |
Charles Schwab
San Francisco,
California
|
+$570K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$869K |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$647K |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$484K |
| 4 |
CA
Callahan Advisors
Houston,
Texas
|
-$351K |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$289K |
SCHP Hedge Fund Activity: Q4 2013 in Review
42 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q4 2013, worth a combined $74.4M — up 4.1% from $71.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SCHP positions and 7 closed out — a net gain of 5 holders — while 10 added to existing stakes and 18 trimmed.
The largest buyer was Empirical Wealth Management, adding an estimated $1.75M. The largest seller was Virtu KCG Holdings, cutting an estimated $869K.
- 42 institutional investors held Schwab US TIPS ETF (SCHP) as of Q4 2013, up from 37 in Q3 2013.
- Funds reported $74.4M of Schwab US TIPS ETF stock for Q4 2013, up 4.1% quarter-over-quarter.
- 12 funds opened new Schwab US TIPS ETF positions in Q4 2013 and 7 closed out, a net change of +5 holders.
- The largest Schwab US TIPS ETF buyer in Q4 2013 was Empirical Wealth Management, an estimated $1.75M added.
- The largest Schwab US TIPS ETF seller in Q4 2013 was Virtu KCG Holdings, an estimated $869K sold.
Based on aggregated 13F filings for Q4 2013.