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Schwab US TIPS ETF

765 hedge funds and large institutions have $15.4B invested in Schwab US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 354 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $421K

306% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 47

148% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 143

28% more funds holding in top 10

Funds holding in top 10: 7495 (+21)

21% more funds holding

Funds holding: 633765 (+132)

3% more capital invested

Capital invested by funds: $15B → $15.4B (+$488M)

5.01% less ownership

Funds ownership: 151.04%146.03% (-5%)

Holders
765
Holders Change
+132
Holders Change %
+20.85%
% of All Funds
11.77%
Holding in Top 10
95
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.38%
% of All Funds
1.46%
New
191
Increased
354
Reduced
143
Closed
47
Calls
$2.94M
Puts
$421K
Net Calls
+$2.52M
Net Calls Change
+$558K
Name Holding Trade Value Shares
Change
Change in
Stake
BW
676
Bison Wealth
Georgia
$43K -$27K -856 -39%
WFA
677
WestHill Financial Advisors
California
$43K
Simplex Trading
678
Simplex Trading
Illinois
$40K +$37.5K +1,192 +1,296%
MCM
679
MV Capital Management
Maryland
$36K
BC
680
Belmont Capital
California
$35K
WFA
681
West Financial Advisors
Iowa
$35K
CWC
682
Carolinas Wealth Consulting
North Carolina
$35K +$35.4K +1,124 New
HIA
683
Harbor Investment Advisory
Maryland
$34K
S
684
SignatureFD
Georgia
$34K +$16.1K +512 +89%
SFPG
685
Stonebridge Financial Planning Group
Florida
$32K +$32.6K +1,034 New
Manulife (Manufacturers Life Insurance)
686
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.2K +$31.2M +990,798 New
GIA
687
Goodwin Investment Advisory
Georgia
$31K -$104K -3,298 -77%
FCA
688
FinTrust Capital Advisors
South Carolina
$30K
GI
689
Gradient Investments
Minnesota
$29K -$17K -540 -37%
ATC
690
Adirondack Trust Company
New York
$29K
SWM
691
Selective Wealth Management
Virginia
$29K +$252 +8 +0.9%
KPCM
692
Kings Point Capital Management
New York
$27K +$27.3K +866 New
AW
693
Avion Wealth
Texas
$26K
BHWM
694
Beaird Harris Wealth Management
Texas
$26K +$26.5K +842 New
PK
695
Pflug Koory
Nebraska
$24K +$7.87K +250 +50%
RWA
696
RGT Wealth Advisors
Texas
$24K +$23.6K +750 New
AA
697
Ancora Advisors
Ohio
$23K
DAM
698
Delta Asset Management
Tennessee
$23K
KFI
699
Key Financial Inc
Pennsylvania
$23K
FFWM
700
Future Financial Wealth Management
Ohio
$23K +$23.6K +750 New

SCHP Hedge Fund Activity: Q4 2021 in Review

765 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q4 2021, worth a combined $15.4B — up 3.3% from $15B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new SCHP positions and 47 closed out — a net gain of 144 holders — while 354 added to existing stakes and 143 trimmed.

The largest buyer was Jane Street, adding an estimated $293M. The largest seller was Quadratic Capital Management, cutting an estimated $989M.

  • 765 institutional investors held Schwab US TIPS ETF (SCHP) as of Q4 2021, up from 633 in Q3 2021.
  • Funds reported $15.4B of Schwab US TIPS ETF stock for Q4 2021, up 3.3% quarter-over-quarter.
  • 191 funds opened new Schwab US TIPS ETF positions in Q4 2021 and 47 closed out, a net change of +144 holders.
  • The largest Schwab US TIPS ETF buyer in Q4 2021 was Jane Street, an estimated $293M added.
  • The largest Schwab US TIPS ETF seller in Q4 2021 was Quadratic Capital Management, an estimated $989M sold.

Based on aggregated 13F filings for Q4 2021.