Schwab US TIPS ETF
SCHP
541 hedge funds and large institutions have $13.1B invested in Schwab US TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 258 increasing their positions, 114 reducing their positions, and 41 closing their positions.
144% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 41
126% more repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 114
22% more capital invested
Capital invested by funds: $10.7B → $13.1B (+$2.38B)
11% more funds holding
Funds holding: 488 → 541 (+53)
9% more funds holding in top 10
Funds holding in top 10: 58 → 63 (+5)
6.08% more ownership
Funds ownership: 152.81% → 158.89% (+6.1%)
1% more call options, than puts
Call options by funds: $917K | Put options by funds: $911K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QCM
Quadratic Capital Management
Greenwich,
Connecticut
|
+$1.38B |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$717M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$75.6M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$47M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$42.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$28.2M |
| 2 |
Bank of New York Mellon
New York
|
-$23.6M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$20.8M |
| 4 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$20.8M |
| 5 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$16.7M |
SCHP Hedge Fund Activity: Q1 2021 in Review
541 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q1 2021, worth a combined $13.1B — up 22% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new SCHP positions and 41 closed out — a net gain of 59 holders — while 258 added to existing stakes and 114 trimmed.
The largest buyer was Quadratic Capital Management, adding an estimated $1.38B. The largest seller was JP Morgan Chase, cutting an estimated $28.2M.
- 541 institutional investors held Schwab US TIPS ETF (SCHP) as of Q1 2021, up from 488 in Q4 2020.
- Funds reported $13.1B of Schwab US TIPS ETF stock for Q1 2021, up 22% quarter-over-quarter.
- 100 funds opened new Schwab US TIPS ETF positions in Q1 2021 and 41 closed out, a net change of +59 holders.
- The largest Schwab US TIPS ETF buyer in Q1 2021 was Quadratic Capital Management, an estimated $1.38B added.
- The largest Schwab US TIPS ETF seller in Q1 2021 was JP Morgan Chase, an estimated $28.2M sold.
Based on aggregated 13F filings for Q1 2021.