Schwab US TIPS ETF
SCHP
189 hedge funds and large institutions have $840M invested in Schwab US TIPS ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 98 increasing their positions, 33 reducing their positions, and 12 closing their positions.
197% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 33
150% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 12
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
9% more funds holding
Funds holding: 173 → 189 (+16)
5% more capital invested
Capital invested by funds: $796M → $840M (+$43.6M)
0.37% more ownership
Funds ownership: 80.88% → 81.24% (+0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$36.5M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$15.5M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
+$8.32M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.95M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$63.1M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$9.04M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$5.72M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$3.19M |
| 5 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$3.05M |
SCHP Hedge Fund Activity: Q2 2017 in Review
189 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2017, worth a combined $840M — up 5.5% from $796M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SCHP positions and 12 closed out — a net gain of 18 holders — while 98 added to existing stakes and 33 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $36.5M. The largest seller was UBS Group, cutting an estimated $63.1M.
- 189 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2017, up from 173 in Q1 2017.
- Funds reported $840M of Schwab US TIPS ETF stock for Q2 2017, up 5.5% quarter-over-quarter.
- 30 funds opened new Schwab US TIPS ETF positions in Q2 2017 and 12 closed out, a net change of +18 holders.
- The largest Schwab US TIPS ETF buyer in Q2 2017 was Charles Schwab Investment Advisory, an estimated $36.5M added.
- The largest Schwab US TIPS ETF seller in Q2 2017 was UBS Group, an estimated $63.1M sold.
Based on aggregated 13F filings for Q2 2017.