Schwab US TIPS ETF
SCHP
99 hedge funds and large institutions have $397M invested in Schwab US TIPS ETF in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 13 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 28
33% more capital invested
Capital invested by funds: $298M → $397M (+$98.6M)
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
12.21% more ownership
Funds ownership: 73.18% → 85.39% (+12%)
4% more funds holding
Funds holding: 95 → 99 (+4)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$33.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$31.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$12M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$5.93M |
| 5 |
W
Wealthfront
Palo Alto,
California
|
+$4.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.47M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.75M |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$2.78M |
| 4 |
Jane Street
New York
|
-$2M |
| 5 |
KC
Kingfisher Capital
Charlotte,
North Carolina
|
-$1.63M |
SCHP Hedge Fund Activity: Q1 2016 in Review
99 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q1 2016, worth a combined $397M — up 33% from $298M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SCHP positions and 13 closed out — a net gain of 4 holders — while 43 added to existing stakes and 28 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $33.2M. The largest seller was Bank of America, cutting an estimated $5.47M.
- 99 institutional investors held Schwab US TIPS ETF (SCHP) as of Q1 2016, up from 95 in Q4 2015.
- Funds reported $397M of Schwab US TIPS ETF stock for Q1 2016, up 33% quarter-over-quarter.
- 17 funds opened new Schwab US TIPS ETF positions in Q1 2016 and 13 closed out, a net change of +4 holders.
- The largest Schwab US TIPS ETF buyer in Q1 2016 was United Capital Financial Advisors, an estimated $33.2M added.
- The largest Schwab US TIPS ETF seller in Q1 2016 was Bank of America, an estimated $5.47M sold.
Based on aggregated 13F filings for Q1 2016.