Schwab US TIPS ETF
SCHP
615 hedge funds and large institutions have $7.75B invested in Schwab US TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 204 increasing their positions, 271 reducing their positions, and 87 closing their positions.
925% more call options, than puts
Call options by funds: $5.12M | Put options by funds: $500K
4.35% more ownership
Funds ownership: 130.12% → 134.47% (+4.3%)
4% more capital invested
Capital invested by funds: $7.48B → $7.75B (+$268M)
6% less funds holding
Funds holding: 651 → 615 (-36)
7% less funds holding in top 10
Funds holding in top 10: 55 → 51 (-4)
25% less repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 271
32% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$129M |
| 2 |
QCM
Quadratic Capital Management
Greenwich,
Connecticut
|
+$118M |
| 3 |
NL
NEPC LLC
Boston,
Massachusetts
|
+$73.4M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$57.6M |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
+$46.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$39.7M |
| 2 |
RCA
Reitz Capital Advisors
Freeland,
Michigan
|
-$24M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$21.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$18.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$16.8M |
SCHP Hedge Fund Activity: Q3 2023 in Review
615 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q3 2023, worth a combined $7.75B — up 3.6% from $7.48B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of SCHP and 59 opened new positions — a net loss of 28 holders — while 271 trimmed existing stakes and 204 added.
The largest buyer was Empower Advisory Group, adding an estimated $129M. The largest seller was Wealthfront Advisers, cutting an estimated $39.7M.
- 615 institutional investors held Schwab US TIPS ETF (SCHP) as of Q3 2023, down from 651 in Q2 2023.
- Funds reported $7.75B of Schwab US TIPS ETF stock for Q3 2023, up 3.6% quarter-over-quarter.
- 59 funds opened new Schwab US TIPS ETF positions in Q3 2023 and 87 closed out, a net change of -28 holders.
- The largest Schwab US TIPS ETF buyer in Q3 2023 was Empower Advisory Group, an estimated $129M added.
- The largest Schwab US TIPS ETF seller in Q3 2023 was Wealthfront Advisers, an estimated $39.7M sold.
Based on aggregated 13F filings for Q3 2023.