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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
GC
401
Gratus Capital
Georgia
$399K +$148K +5,738 +60%
MIAS
402
Mason Investment Advisory Services
Virginia
$393K +$3.62K +140 +0.9%
OP
403
ORG Partners
Indiana
$387K +$388K +15,012 New
CA
404
Continuum Advisory
Idaho
$385K -$15.7K -606 -4%
AWE
405
Avidian Wealth Enterprises
Texas
$385K +$41.2K +1,594 +12%
BC
406
Barrett & Company
Rhode Island
$382K
SP
407
Stonebrook Private
Michigan
$381K -$290K -11,214 -43%
IPA
408
Investment Planning Advisors
Georgia
$370K +$368K +14,236 New
IAN
409
Integrated Advisors Network
Texas
$367K -$7.08K -274 -2%
WG
410
Wealth Group
North Carolina
$346K +$72.5K +2,804 +27%
MGIA
411
Moneta Group Investment Advisors
Missouri
$346K +$71.8K +2,776 +26%
TPCW
412
TD Private Client Wealth
New York
$345K +$8.95K +346 +3%
HR
413
Hardy Reed
Mississippi
$343K -$142K -5,506 -29%
DPIM
414
Duff & Phelps Investment Management
Illinois
$343K
FHA
415
Flagship Harbor Advisors
Massachusetts
$338K +$2.43K +94 +0.7%
FWI
416
Facet Wealth Inc
Maryland
$335K +$331K +12,800 New
FFA
417
Farther Finance Advisors
California
$334K -$75.1K -2,906 -18%
CFA
418
CWS Financial Advisors
Michigan
$332K -$55.7K -2,156 -14%
Neuberger Berman Group
419
Neuberger Berman Group
New York
$331K +$329K +12,712 New
CAM
420
Cresset Asset Management
Illinois
$330K +$110K +4,236 +50%
QC
421
Quadrature Capital
United Kingdom
$315K +$313K +12,100 New
Janney Montgomery Scott
422
Janney Montgomery Scott
Pennsylvania
$313K -$67.2K -2,598 -18%
PWMG
423
Pinnacle Wealth Management Group
Michigan
$312K
MA
424
MONECO Advisors
Connecticut
$310K -$58.7K -2,272 -16%
CNBT
425
Canandaigua National Bank & Trust
New York
$310K +$308K +11,932 New

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.