Schwab US TIPS ETF
SCHP
150 hedge funds and large institutions have $627M invested in Schwab US TIPS ETF in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 68 increasing their positions, 23 reducing their positions, and 10 closing their positions.
13,600% more call options, than puts
Call options by funds: $274K | Put options by funds: $2K
390% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 10
196% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 23
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
38% more capital invested
Capital invested by funds: $456M → $627M (+$171M)
33% more funds holding
Funds holding: 113 → 150 (+37)
5.6% more ownership
Funds ownership: 72.05% → 77.65% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$83.8M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$46.6M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$32.9M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$23.2M |
| 5 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$8.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$72.1M |
| 2 |
AA
Apriem Advisors
Irvine,
California
|
-$4.1M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
-$2.43M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.21M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$1.72M |
SCHP Hedge Fund Activity: Q4 2016 in Review
150 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q4 2016, worth a combined $627M — up 38% from $456M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SCHP positions and 10 closed out — a net gain of 39 holders — while 68 added to existing stakes and 23 trimmed.
The largest buyer was UBS Group, adding an estimated $83.8M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $72.1M sold.
- 150 institutional investors held Schwab US TIPS ETF (SCHP) as of Q4 2016, up from 113 in Q3 2016.
- Funds reported $627M of Schwab US TIPS ETF stock for Q4 2016, up 38% quarter-over-quarter.
- 49 funds opened new Schwab US TIPS ETF positions in Q4 2016 and 10 closed out, a net change of +39 holders.
- The largest Schwab US TIPS ETF buyer in Q4 2016 was UBS Group, an estimated $83.8M added.
- The largest Schwab US TIPS ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $72.1M sold.
Based on aggregated 13F filings for Q4 2016.