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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$193M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$24.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.4M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$12.1M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$113M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$47M |
| 3 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$36.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$14.5M |
| 5 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$7.49M |
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.