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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
IWS
776
Insight Wealth Strategies
California
-$241K -7,688 Closed
RWM
777
Ritholtz Wealth Management
New York
-$230K -7,350 Closed
CWA
778
Cornerstone Wealth Advisors
Minnesota
-$228K -7,300 Closed
RWA
779
River Wealth Advisors
Pennsylvania
-$206K -6,582 Closed
IWM
780
IHT Wealth Management
Illinois
-$201K -6,422 Closed
Bessemer Group
781
Bessemer Group
New Jersey
-$180K -5,760 Closed
BMD
782
Better Money Decisions
New Mexico
-$117K -3,730 Closed
AC
783
AlphaCore Capital
California
-$104K -3,326 Closed
RPCA
784
Running Point Capital Advisors
California
-$52K -1,654 Closed
CIA
785
Choate Investment Advisors
Massachusetts
-$51K -1,632 Closed
HA
786
Herold Advisors
New York
-$43K -1,400 Closed
CDIA
787
Capital Directions Investment Advisors
Georgia
-$37K -1,188 Closed
PCFFS
788
Pacific Center for Financial Services
California
-$32K -1,020 Closed
PWM
789
Prentice Wealth Management
New York
-$25K -810 Closed
LWM
790
Liberty Wealth Management
California
-$21K -658 Closed
GKWIM
791
Gerber Kawasaki Wealth & Investment Management
California
-$19K -610 Closed
RTL
792
Red Tortoise LLC
Georgia
-$15K -592 Closed
HCP
793
Hexagon Capital Partners
Arkansas
-$11K -340 Closed
NL
794
NVWM LLC
Pennsylvania
-$10K -320 Closed
JCM
795
Jacobi Capital Management
Pennsylvania
-$10K -316 Closed
RCA
796
Ranch Capital Advisors
Florida
-$8K -266 Closed
DOA
797
D'Orazio & Associates
Virginia
-$8K -258 Closed
CTB
798
Country Trust Bank
Illinois
-$5K -174 Closed
KIG
799
Kowal Investment Group
Wisconsin
-$5K -174 Closed
TCWA
800
Ten Capital Wealth Advisors
Washington
-$5K -150 Closed

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.