Schwab US TIPS ETF
SCHP
43 hedge funds and large institutions have $82.3M invested in Schwab US TIPS ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
11% more capital invested
Capital invested by funds: $74.4M → $82.3M (+$7.94M)
2.8% more ownership
Funds ownership: 36.84% → 39.65% (+2.8%)
2% more funds holding
Funds holding: 42 → 43 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
24% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 17
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.46M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$3.98M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.9M |
| 3 |
HWA
Heritage Wealth Advisors
Richmond,
Virginia
|
+$1.78M |
| 4 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$1.24M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$274K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.39M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.06M |
| 3 |
BCM
Bluefin Capital Management
New York
|
-$1.4M |
| 4 |
CA
Callahan Advisors
Houston,
Texas
|
-$574K |
| 5 |
BSB
Bangor Savings Bank
Bangor,
Maine
|
-$351K |
SCHP Hedge Fund Activity: Q1 2014 in Review
43 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q1 2014, worth a combined $82.3M — up 11% from $74.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SCHP positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 17 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $3.98M. The largest seller was Royal Bank of Canada, cutting an estimated $2.39M.
- 43 institutional investors held Schwab US TIPS ETF (SCHP) as of Q1 2014, up from 42 in Q4 2013.
- Funds reported $82.3M of Schwab US TIPS ETF stock for Q1 2014, up 11% quarter-over-quarter.
- 6 funds opened new Schwab US TIPS ETF positions in Q1 2014 and 5 closed out, a net change of +1 holder.
- The largest Schwab US TIPS ETF buyer in Q1 2014 was United Capital Financial Advisors, an estimated $3.98M added.
- The largest Schwab US TIPS ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $2.39M sold.
Based on aggregated 13F filings for Q1 2014.