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Schwab US TIPS ETF
SCHP

282 hedge funds and large institutions have $3.97B invested in Schwab US TIPS ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 14

120% more capital invested

Capital invested by funds: $1.8B → $3.97B (+$2.17B)

50% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 80

34.08% more ownership

Funds ownership: 112.35% → 146.43% (+34%)

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

11% more funds holding

Funds holding: 254 → 282 (+28)

Holders
282
Holders Change
+28
Holders Change %
+11.02%
% of All Funds
6.46%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.41%
New
43
Increased
120
Reduced
80
Closed
14
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$1.85B
2
JP Morgan Chase
JP Morgan Chase
New York
+$124M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$64.8M
4
US Bancorp
US Bancorp
Minnesota
+$43.6M
5
MIH
Madison Investment Holdings
Wisconsin
+$25.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$31.9M
2
Bank of America
Bank of America
North Carolina
-$4.85M
3
LCC
Lincoln Capital Corp
Rhode Island
-$4.77M
4
I
INVST
Indiana
-$2.72M
5
GC
Garde Capital
Washington
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
276
ProVise Management Group
Florida
$623 – – –
NDSI
277
Newman Dignan & Sheerar Inc
Rhode Island
$238 +$7.04K +258 +3%
GEA
278
Glen Eagle Advisors
New Jersey
$220 – – –
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$110 – – –
FRA
280
Front Row Advisors
California
$91 -$819 -30 -0.9%
LFA
281
Landmark Financial Advisors
Kentucky
– -$542K -19,736 Closed
LJAC
282
L.J. Altfest & Co
New York
– -$369K -13,446 Closed
KA
283
Kovack Advisors
Florida
– -$334K -12,190 Closed
AL
284
Aspiriant LLC
California
– -$325K -11,850 Closed
FCIM
285
Fairview Capital Investment Management
California
– -$201K -7,330 Closed
ACA
286
Atlas Capital Advisors
Wyoming
– -$114K -4,166 Closed
KF
287
Krilogy Financial
Missouri
– -$55K -1,992 Closed
IWM
288
IHT Wealth Management
Illinois
– -$50K -1,818 Closed
IIC
289
Integrated Investment Consultants
Michigan
– -$45K -1,622 Closed
SP
290
SWS Partners
Ohio
– -$31K -1,128 Closed
WCM
291
Whitener Capital Management
North Carolina
– -$15K -560 Closed
CDIA
292
Capital Directions Investment Advisors
Georgia
– -$12K -430 Closed
1IA
293
1834 Investment Advisors
Wisconsin
– -$9K -314 Closed
VCM
294
Virtue Capital Management
Tennessee
– -$4K -160 Closed
TFS
295
TrustCore Financial Services
Tennessee
– +$109 +4 New
8 9 10 11
12

SCHP Hedge Fund Activity: Q2 2018 in Review

282 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2018, worth a combined $3.97B — up 120% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SCHP positions and 14 closed out — a net gain of 29 holders — while 120 added to existing stakes and 80 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $1.85B. The largest seller was UBS Group, cutting an estimated $31.9M.

  • 282 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2018, up from 254 in Q1 2018.
  • Funds reported $3.97B of Schwab US TIPS ETF stock for Q2 2018, up 120% quarter-over-quarter.
  • 43 funds opened new Schwab US TIPS ETF positions in Q2 2018 and 14 closed out, a net change of +29 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $1.85B added.
  • The largest Schwab US TIPS ETF seller in Q2 2018 was UBS Group, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2018.