Schwab US TIPS ETF
SCHP
110 hedge funds and large institutions have $502M invested in Schwab US TIPS ETF in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 10 closing their positions.
130% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 10
100% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 24
27% more capital invested
Capital invested by funds: $397M → $502M (+$105M)
11% more funds holding
Funds holding: 99 → 110 (+11)
1.36% more ownership
Funds ownership: 85.39% → 86.75% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$41.1M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$13.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.1M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$11.4M |
| 5 |
AA
Apriem Advisors
Irvine,
California
|
+$6.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$12.3M |
| 2 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$2.21M |
| 3 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
-$1.64M |
| 4 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$1.21M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$777K |
SCHP Hedge Fund Activity: Q2 2016 in Review
110 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2016, worth a combined $502M — up 27% from $397M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SCHP positions and 10 closed out — a net gain of 13 holders — while 48 added to existing stakes and 24 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $41.1M. The largest seller was UBS Group, cutting an estimated $12.3M.
- 110 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2016, up from 99 in Q1 2016.
- Funds reported $502M of Schwab US TIPS ETF stock for Q2 2016, up 27% quarter-over-quarter.
- 23 funds opened new Schwab US TIPS ETF positions in Q2 2016 and 10 closed out, a net change of +13 holders.
- The largest Schwab US TIPS ETF buyer in Q2 2016 was Charles Schwab Investment Advisory, an estimated $41.1M added.
- The largest Schwab US TIPS ETF seller in Q2 2016 was UBS Group, an estimated $12.3M sold.
Based on aggregated 13F filings for Q2 2016.