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Schwab US TIPS ETF
SCHP

379 hedge funds and large institutions have $7.02B invested in Schwab US TIPS ETF in 2019 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 33

87% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 90

19% more funds holding in top 10

Funds holding in top 10: 27 → 32 (+5)

13% more funds holding

Funds holding: 336 → 379 (+43)

3% more capital invested

Capital invested by funds: $6.82B → $7.02B (+$197M)

5.39% less ownership

Funds ownership: 166.71% → 161.33% (-5.4%)

Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
7.47%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.63%
New
82
Increased
168
Reduced
90
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$193M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$24.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.4M
4
RJA
Raymond James & Associates
Florida
+$12.1M
5
AIP
Almanack Investment Partners
Pennsylvania
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$113M
2
UBS AM
UBS AM
Illinois
-$47M
3
MFM
MD Financial Management
Ontario, Canada
-$36.3M
4
Bank of America
Bank of America
North Carolina
-$14.5M
5
AWA
Alaska Wealth Advisors
Alaska
-$7.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
HR
401
Howe & Rusling
New York
– -$6K -196 Closed
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
– -$4.54K -160 -98%
GSWM
403
Golden State Wealth Management
California
– -$4K -140 Closed
SFSIG
404
San Francisco Sentry Investment Group
California
– -$3K -120 Closed
IBOK
405
Independence Bank of Kentucky
Kentucky
– -$2K -66 Closed
JWA
406
JFS Wealth Advisors
Pennsylvania
– -$1K -44 Closed
SIS
407
Sound Income Strategies
Florida
– +$113 +4 New
CCA
408
Column Capital Advisors
Indiana
– +$340 +12 New
RAM
409
Riggs Asset Management
Pennsylvania
– +$340 +12 New
RFM
410
Royal Fund Management
Florida
– +$680 +24 New
13 14 15 16
17

SCHP Hedge Fund Activity: Q4 2019 in Review

379 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q4 2019, worth a combined $7.02B — up 2.9% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SCHP positions and 33 closed out — a net gain of 49 holders — while 168 added to existing stakes and 90 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $193M. The largest seller was JP Morgan Chase, cutting an estimated $113M.

  • 379 institutional investors held Schwab US TIPS ETF (SCHP) as of Q4 2019, up from 336 in Q3 2019.
  • Funds reported $7.02B of Schwab US TIPS ETF stock for Q4 2019, up 2.9% quarter-over-quarter.
  • 82 funds opened new Schwab US TIPS ETF positions in Q4 2019 and 33 closed out, a net change of +49 holders.
  • The largest Schwab US TIPS ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $193M added.
  • The largest Schwab US TIPS ETF seller in Q4 2019 was JP Morgan Chase, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2019.