Schwab US TIPS ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$8.45M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.05M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.78M |
| 4 |
MFP
Mosaic Financial Partners
San Francisco,
California
|
+$979K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$791K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$6.84M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$1.28M |
| 3 |
Goldman Sachs
New York
|
-$324K |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$232K |
| 5 |
VCP
Vista Capital Partners
Portland,
Oregon
|
-$117K |
SCHP Hedge Fund Activity: Q3 2014 in Review
59 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q3 2014, worth a combined $97.5M — up 17% from $83.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SCHP positions and 3 closed out — a net gain of 8 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $8.45M. The largest seller was Empirical Wealth Management, cutting an estimated $6.84M.
- 59 institutional investors held Schwab US TIPS ETF (SCHP) as of Q3 2014, up from 51 in Q2 2014.
- Funds reported $97.5M of Schwab US TIPS ETF stock for Q3 2014, up 17% quarter-over-quarter.
- 11 funds opened new Schwab US TIPS ETF positions in Q3 2014 and 3 closed out, a net change of +8 holders.
- The largest Schwab US TIPS ETF buyer in Q3 2014 was United Capital Financial Advisors, an estimated $8.45M added.
- The largest Schwab US TIPS ETF seller in Q3 2014 was Empirical Wealth Management, an estimated $6.84M sold.
Based on aggregated 13F filings for Q3 2014.