Schwab US TIPS ETF
SCHP
658 hedge funds and large institutions have $8.05B invested in Schwab US TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 96 closing their positions.
518% more call options, than puts
Call options by funds: $7.18M | Put options by funds: $1.16M
6% less funds holding
Funds holding: 697 → 658 (-39)
11% less funds holding in top 10
Funds holding in top 10: 62 → 55 (-7)
16% less capital invested
Capital invested by funds: $9.54B → $8.05B (-$1.49B)
17.29% less ownership
Funds ownership: 137.29% → 120% (-17%)
20% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 265
21% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$287M |
| 2 |
JP Morgan Chase
New York
|
+$188M |
| 3 |
Cerity Partners
New York
|
+$140M |
| 4 |
Morgan Stanley
New York
|
+$59M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$55.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$1.43B |
| 2 |
Temasek Holdings
Singapore
|
-$345M |
| 3 |
QCM
Quadratic Capital Management
Greenwich,
Connecticut
|
-$219M |
| 4 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$51.7M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$49.9M |
SCHP Hedge Fund Activity: Q1 2023 in Review
658 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q1 2023, worth a combined $8.05B — down 16% from $9.54B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of SCHP and 76 opened new positions — a net loss of 20 holders — while 265 trimmed existing stakes and 211 added.
The largest buyer was Summit Wealth Group, opening a new position worth an estimated $287M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $1.43B.
- 658 institutional investors held Schwab US TIPS ETF (SCHP) as of Q1 2023, down from 697 in Q4 2022.
- Funds reported $8.05B of Schwab US TIPS ETF stock for Q1 2023, down 16% quarter-over-quarter.
- 76 funds opened new Schwab US TIPS ETF positions in Q1 2023 and 96 closed out, a net change of -20 holders.
- The largest Schwab US TIPS ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $287M added.
- The largest Schwab US TIPS ETF seller in Q1 2023 was Charles Schwab Investment Advisory, an estimated $1.43B sold.
Based on aggregated 13F filings for Q1 2023.