Schwab US TIPS ETF
SCHP
254 hedge funds and large institutions have $1.8B invested in Schwab US TIPS ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 23 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 65
52% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 23
33% more funds holding in top 10
Funds holding in top 10: 12 → 16 (+4)
20% more capital invested
Capital invested by funds: $1.5B → $1.8B (+$298M)
6.86% more ownership
Funds ownership: 105.49% → 112.35% (+6.9%)
4% more funds holding
Funds holding: 244 → 254 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$80.1M |
| 2 |
JP Morgan Chase
New York
|
+$65.5M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$55.2M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$37.9M |
| 5 |
MCM
Makena Capital Management
Menlo Park,
California
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$42.3M |
| 2 |
VIA
Vantage Investment Advisors
State College,
Pennsylvania
|
-$27.5M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
-$15.6M |
| 4 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
-$10.6M |
| 5 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$7.55M |
SCHP Hedge Fund Activity: Q1 2018 in Review
254 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q1 2018, worth a combined $1.8B — up 20% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SCHP positions and 23 closed out — a net gain of 12 holders — while 119 added to existing stakes and 65 trimmed.
The largest buyer was US Bancorp, adding an estimated $80.1M. The largest seller was AssetMark Inc, cutting an estimated $42.3M.
- 254 institutional investors held Schwab US TIPS ETF (SCHP) as of Q1 2018, up from 244 in Q4 2017.
- Funds reported $1.8B of Schwab US TIPS ETF stock for Q1 2018, up 20% quarter-over-quarter.
- 35 funds opened new Schwab US TIPS ETF positions in Q1 2018 and 23 closed out, a net change of +12 holders.
- The largest Schwab US TIPS ETF buyer in Q1 2018 was US Bancorp, an estimated $80.1M added.
- The largest Schwab US TIPS ETF seller in Q1 2018 was AssetMark Inc, an estimated $42.3M sold.
Based on aggregated 13F filings for Q1 2018.