We are live on ! Find out more
SCHP icon

Schwab US TIPS ETF
SCHP

316 hedge funds and large institutions have $5.2B invested in Schwab US TIPS ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 147 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 84

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $4.61B → $5.2B (+$587M)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

1.91% more ownership

Funds ownership: 158.44% → 160.35% (+1.9%)

0% less funds holding

Funds holding: 317 → 316 (-1)

Holders
316
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
6.86%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.48%
New
30
Increased
147
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$372M
2
CSIA
Charles Schwab Investment Advisory
California
+$123M
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$56.4M
4
Jane Street
Jane Street
New York
+$17.2M
5
SG Americas Securities
SG Americas Securities
New York
+$16.1M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$142M
2
AssetMark Inc
AssetMark Inc
California
-$57.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$36.2M
4
US Bancorp
US Bancorp
Minnesota
-$35.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
226
Koshinski Asset Management
Illinois
$265K +$49.3K +1,780 +23%
OCM
227
One Capital Management
California
$262K – – –
LFA
228
Landmark Financial Advisors
Kentucky
$253K +$249K +9,000 New
WIC
229
Whitegate Investment Counselors
New Hampshire
$251K +$8.42K +304 +4%
FAIM
230
Financial Advocates Investment Management
Washington
$250K +$39.4K +1,424 +19%
AIM
231
Avity Investment Management
Connecticut
$248K – – –
VCM
232
Vigilant Capital Management
Maine
$244K -$9.14K -330 -4%
ACM
233
AlphaStar Capital Management
North Carolina
$241K -$399K -14,400 -63%
FMC
234
First Merchants Corp
Indiana
$239K +$11.1K +400 +5%
AIM
235
Advantage Investment Management
Iowa
$237K +$6.09K +220 +3%
AAM
236
Advisors Asset Management
Colorado
$237K +$21.8K +786 +10%
DP
237
Denver PWM
Colorado
$236K +$229K +8,254 New
JHCP
238
Jackson Hole Capital Partners
Oklahoma
$231K – – –
HR
239
Hayden Royal
North Carolina
$211K -$55.5K -2,006 -21%
CAGAS
240
Capital Advisory Group Advisory Services
Minnesota
$211K +$208K +7,500 New
FA
241
FDx Advisors
Illinois
$203K -$378K -13,644 -65%
PO
242
Private Ocean
California
$195K -$272K -9,820 -59%
SF
243
Synovus Financial
Georgia
$195K – – –
FGAM
244
Financial Gravity Asset Management
Texas
$165K – – –
PFBT
245
Parkside Financial Bank & Trust
Missouri
$157K – – –
IAS
246
IMA Advisory Services
Colorado
$154K +$9.25K +334 +7%
FANJ
247
Financial Architects (New Jersey)
New Jersey
$139K -$28K -1,010 -17%
HI
248
Hudock Inc
Pennsylvania
$126K -$2.21M -79,832 -95%
GWA
249
Guidant Wealth Advisors
Illinois
$112K +$277 +10 +0.3%
APA
250
American Portfolios Advisors
New York
$110K +$25.4K +916 +31%
8 9
10
11 12

SCHP Hedge Fund Activity: Q2 2019 in Review

316 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2019, worth a combined $5.2B — up 13% from $4.61B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SCHP positions and 26 closed out — a net gain of 4 holders — while 147 added to existing stakes and 84 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $372M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $142M.

  • 316 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2019, down from 317 in Q1 2019.
  • Funds reported $5.2B of Schwab US TIPS ETF stock for Q2 2019, up 13% quarter-over-quarter.
  • 30 funds opened new Schwab US TIPS ETF positions in Q2 2019 and 26 closed out, a net change of +4 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2019 was VOYA Investment Management, an estimated $372M added.
  • The largest Schwab US TIPS ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2019.