Schwab US TIPS ETF
SCHP
85 hedge funds and large institutions have $273M invested in Schwab US TIPS ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 5 closing their positions.
220% more capital inflows, than outflows
Capital inflows: $40.9M | Capital outflows: $12.8M
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
21% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 28
9% more funds holding
Funds holding: 78 → 85 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
United Capital Financial Advisors
Irving,
Texas
|
+$9.16M |
| 2 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$8.18M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.52M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$7.07M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$3.55M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$2.35M |
| 3 |
Jane Street
New York
|
-$1.24M |
| 4 |
Empirical Wealth Management
Seattle,
Washington
|
-$884K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$821K |
SCHP Hedge Fund Activity: Q3 2015 in Review
85 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q3 2015, worth a combined $273M — up 8% from $253M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SCHP positions and 5 closed out — a net gain of 8 holders — while 34 added to existing stakes and 28 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $9.16M. The largest seller was Frontier Wealth Management, cutting an estimated $3.55M.
- 85 institutional investors held Schwab US TIPS ETF (SCHP) as of Q3 2015, up from 78 in Q2 2015.
- Funds reported $273M of Schwab US TIPS ETF stock for Q3 2015, up 8% quarter-over-quarter.
- 13 funds opened new Schwab US TIPS ETF positions in Q3 2015 and 5 closed out, a net change of +8 holders.
- The largest Schwab US TIPS ETF buyer in Q3 2015 was United Capital Financial Advisors, an estimated $9.16M added.
- The largest Schwab US TIPS ETF seller in Q3 2015 was Frontier Wealth Management, an estimated $3.55M sold.
Based on aggregated 13F filings for Q3 2015.