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Schwab US TIPS ETF

654 hedge funds and large institutions have $8.08B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 246 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,185% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $140K

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

13% more funds holding in top 10

Funds holding in top 10: 5259 (+7)

9.44% more ownership

Funds ownership: 136.09%145.52% (+9.4%)

6% more capital invested

Capital invested by funds: $7.61B → $8.08B (+$467M)

1% more funds holding

Funds holding: 646654 (+8)

0% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 245

Holders
654
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
9.45%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
0.85%
New
84
Increased
246
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
251
SVB Wealth
Massachusetts
$1.63M -$3.4M -131,648 -68%
FTUS
252
Flow Traders U.S.
New York
$1.62M +$1.61M +62,332 New
BBA
253
Braun-Bostich & Associates
Pennsylvania
$1.61M +$829K +32,050 +107%
MPM
254
Meritage Portfolio Management
Kansas
$1.6M -$143K -5,524 -8%
SFA
255
Sequoia Financial Advisors
Ohio
$1.6M -$18K -696 -1%
EF
256
Empowered Funds
Pennsylvania
$1.6M -$618K -23,894 -28%
AC
257
Abbrea Capital
California
$1.59M -$95.7K -3,700 -6%
HCM
258
Hengehold Capital Management
Ohio
$1.58M -$19.1K -740 -1%
FNC
259
First National Corp
Massachusetts
$1.58M +$120K +4,654 +8%
LAIC
260
Lederer & Associates Investment Counsel
California
$1.58M -$102K -3,930 -6%
Jane Street
261
Jane Street
New York
$1.56M +$1.55M +59,968 New
CL
262
Choreo LLC
Illinois
$1.54M -$182K -7,036 -11%
CAG
263
Csenge Advisory Group
Florida
$1.53M +$70.9K +2,742 +5%
SWM
264
SeaCrest Wealth Management
New York
$1.53M -$19.3K -746 -1%
IA
265
IFP Advisors
Florida
$1.52M +$15.4K +596 +1%
BCM
266
Beaumont Capital Management
Massachusetts
$1.52M +$72.3K +2,796 +5%
CNBTD
267
Citizens National Bank Trust Department
Mississippi
$1.51M -$79.4K -3,070 -5%
WI
268
WBI Investments
New Jersey
$1.51M -$532K -20,584 -26%
LWM
269
LongView Wealth Management
Georgia
$1.5M -$98.6K -3,812 -6%
HKIM
270
Hayek Kallen Investment Management
Alabama
$1.49M -$322K -12,442 -18%
BIM
271
Breakwater Investment Management
Washington
$1.47M -$34K -1,314 -2%
STA
272
Smith Thornton Advisors
Alabama
$1.45M +$1.45M +55,944 New
MCM
273
Mengis Capital Management
Oregon
$1.44M -$23.3K -900 -2%
SAI
274
Savvy Advisors Inc
New York
$1.43M +$685K +26,512 +94%
VST
275
Van Strum & Towne
California
$1.42M

SCHP Hedge Fund Activity: Q2 2024 in Review

654 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2024, worth a combined $8.08B — up 6.1% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SCHP positions and 64 closed out — a net gain of 20 holders — while 246 added to existing stakes and 245 trimmed.

The largest buyer was Charles Schwab, adding an estimated $948M. The largest seller was Evoke Wealth, cutting an estimated $137M.

  • 654 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2024, up from 646 in Q1 2024.
  • Funds reported $8.08B of Schwab US TIPS ETF stock for Q2 2024, up 6.1% quarter-over-quarter.
  • 84 funds opened new Schwab US TIPS ETF positions in Q2 2024 and 64 closed out, a net change of +20 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2024 was Charles Schwab, an estimated $948M added.
  • The largest Schwab US TIPS ETF seller in Q2 2024 was Evoke Wealth, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.