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Schwab US TIPS ETF
SCHP

317 hedge funds and large institutions have $4.61B invested in Schwab US TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 32

32% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 93

5.31% more ownership

Funds ownership: 153.13% → 158.44% (+5.3%)

4% more funds holding

Funds holding: 304 → 317 (+13)

4% more capital invested

Capital invested by funds: $4.44B → $4.61B (+$170M)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

Holders
317
Holders Change
+13
Holders Change %
+4.28%
% of All Funds
6.86%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
50
Increased
123
Reduced
93
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$144M
2
AssetMark Inc
AssetMark Inc
California
+$57.4M
3
FEG
Fund Evaluation Group
Ohio
+$43M
4
NA
NextCapital Advisers
Illinois
+$12M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$101M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$42.4M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$42.4M
4
MIH
Madison Investment Holdings
Wisconsin
-$29.4M
5
Jane Street
Jane Street
New York
-$14.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
301
Allworth Financial
California
$2K – – –
ADL
302
Asset Dedication LLC
California
$2K – – –
FMP
303
Financial Management Professionals
Texas
$2K – – –
GTAM
304
Global Trust Asset Management
Florida
$2K – – –
PFGIA
305
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
S
306
SignatureFD
Georgia
$2K – – –
SJIM
307
St. Johns Investment Management
Florida
$2K – – –
RFM
308
Royal Fund Management
Florida
$2K +$216 +8 +11%
IBOK
309
Independence Bank of Kentucky
Kentucky
$2K +$1.78K +66 New
PCP
310
Proficio Capital Partners
Massachusetts
$1K – – –
1IA
311
1834 Investment Advisors
Wisconsin
$1K +$594 +22 New
GEA
312
Glen Eagle Advisors
New Jersey
$220 – – –
Koshinski Asset Management
313
Koshinski Asset Management
Illinois
$210 – – –
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$110 – – –
WCWM
315
Wooster Corthell Wealth Management
Connecticut
– -$13.7M -514,910 Closed
WCM
316
Weatherstone Capital Management
Colorado
– -$5.27M -195,316 Closed
Natixis Advisors
317
Natixis Advisors
Massachusetts
– -$2.75M -103,354 Closed
BFPW
318
BOK Financial Private Wealth
Colorado
– -$2.52M -94,482 Closed
TFA
319
Transamerica Financial Advisors
Florida
– -$2.08M -78,074 Closed
AIP
320
Almanack Investment Partners
Pennsylvania
– -$1.46M -54,840 Closed
CA
321
Clearstead Advisors
Ohio
– -$997K -37,444 Closed
Citadel Advisors
322
Citadel Advisors
Florida
– -$824K -30,966 Closed
WPA
323
West Paces Advisors
Georgia
– -$718K -26,960 Closed
NCM
324
Northwest Capital Management
Oregon
– -$684K -25,698 Closed
S
325
SimplyRich
California
– -$668K -25,094 Closed
10 11 12
13
14

SCHP Hedge Fund Activity: Q1 2019 in Review

317 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q1 2019, worth a combined $4.61B — up 3.8% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SCHP positions and 32 closed out — a net gain of 18 holders — while 123 added to existing stakes and 93 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $144M. The largest seller was JP Morgan Chase, cutting an estimated $101M.

  • 317 institutional investors held Schwab US TIPS ETF (SCHP) as of Q1 2019, up from 304 in Q4 2018.
  • Funds reported $4.61B of Schwab US TIPS ETF stock for Q1 2019, up 3.8% quarter-over-quarter.
  • 50 funds opened new Schwab US TIPS ETF positions in Q1 2019 and 32 closed out, a net change of +18 holders.
  • The largest Schwab US TIPS ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $144M added.
  • The largest Schwab US TIPS ETF seller in Q1 2019 was JP Morgan Chase, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2019.