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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
541
Holders Change
+53
Holders Change %
+10.86%
% of All Funds
9.5%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
100
Increased
258
Reduced
114
Closed
41
Calls
$917K
Puts
$911K
Net Calls
+$6K
Net Calls Change
+$1.27M

Top Buyers

Rank Fund Capital Flow
1
QCM
Quadratic Capital Management
Connecticut
+$1.38B
2
CSIA
Charles Schwab Investment Advisory
California
+$717M
3
Ameriprise
Ameriprise
Minnesota
+$75.6M
4
Franklin Resources
Franklin Resources
California
+$47M
5
Stifel Financial
Stifel Financial
Missouri
+$42.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$28.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$23.6M
3
FI
FormulaFolio Investments
Michigan
-$20.8M
4
MAM
Madison Asset Management
Wisconsin
-$20.8M
5
PAG
Pinnacle Advisory Group
Maryland
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
576
Safeguard Investment Advisory Group
California
– -$3K -104 Closed
BSSFA
577
Baron Silver Stevens Financial Advisors
Florida
– -$2K -96 Closed
TFS
578
TrustCore Financial Services
Tennessee
– -$2.9K -94 -96%
HWA
579
HCR Wealth Advisors
California
– -$3K -86 Closed
FCAS
580
First Command Advisory Services
Texas
– -$2K -62 Closed
MAM
581
McCarthy Asset Management
California
– -$2K -56 Closed
IRAG
582
Investment Research & Advisory Group
Georgia
– -$1K -20 Closed
CB
583
CNB Bank
Pennsylvania
– -$1K -18 Closed
GWSG
584
GPS Wealth Strategies Group
Colorado
– +$555 +18 New
20 21 22 23
24

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.