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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
HCP
451
Hardin Capital Partners
South Carolina
$262K +$260K +10,068 New
PFBT
452
Parkside Financial Bank & Trust
Missouri
$260K
VM
453
VPR Management
Texas
$260K
FI
454
FWG Investments
Kentucky
$259K -$4.19K -162 -2%
GFP
455
Guardian Financial Partners
California
$258K +$2.27K +88 +0.9%
MAWAG
456
Mid-American Wealth Advisory Group
Missouri
$256K -$88.7K -3,430 -26%
GWM
457
Gray Wealth Management
Maine
$252K -$25.1K -970 -9%
MFG
458
Merit Financial Group
Georgia
$250K -$107K -4,132 -30%
CFGS
459
Concourse Financial Group Securities
Alabama
$249K -$37.5K -1,450 -13%
VCP
460
Vista Capital Partners
Oregon
$248K -$12.9K -498 -5%
BCM
461
Brookstone Capital Management
Illinois
$247K +$244K +9,426 New
SW
462
Simplicity Wealth
New Jersey
$245K -$216K -8,348 -47%
SAM
463
Smartleaf Asset Management
Massachusetts
$244K +$27.5K +1,062 +13%
AIM
464
Alhambra Investment Management
Florida
$242K -$3.52K -136 -1%
HL
465
HeadInvest LLC
Maine
$241K
UCFA
466
United Capital Financial Advisors
Texas
$240K -$49.6K -1,918 -17%
TW
467
Traveka Wealth
California
$240K -$26.4K -1,022 -10%
RWI
468
Red Wave Investments
Pennsylvania
$233K -$74.8K -2,892 -24%
MFA
469
Mayflower Financial Advisors
Massachusetts
$230K -$7.86K -304 -3%
BMCM
470
Burns Matteson Capital Management
New York
$230K -$19.4K -752 -8%
ACA
471
Aptus Capital Advisors
Alabama
$228K +$23.9K +926 +12%
IHWM
472
Iron Horse Wealth Management
Iowa
$222K -$12.2K -472 -5%
WAM
473
Worth Asset Management
Texas
$220K +$219K +8,458 New
UB
474
UMB Bank
Missouri
$219K -$14.5K -562 -6%
GS
475
GTS Securities
New York
$216K +$215K +8,306 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.