Schwab US TIPS ETF
SCHP
429 hedge funds and large institutions have $9.19B invested in Schwab US TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 219 increasing their positions, 78 reducing their positions, and 32 closing their positions.
181% more repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 78
81% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 32
12% more capital invested
Capital invested by funds: $8.2B → $9.19B (+$991M)
12% more funds holding in top 10
Funds holding in top 10: 43 → 48 (+5)
4% more funds holding
Funds holding: 411 → 429 (+18)
11.3% less ownership
Funds ownership: 158.13% → 146.83% (-11%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.33M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$211M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$110M |
| 3 |
Temasek Holdings
Singapore
|
+$55.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$47.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$35.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$13.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$12.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.8M |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$9.3M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$8.3M |
SCHP Hedge Fund Activity: Q3 2020 in Review
429 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q3 2020, worth a combined $9.19B — up 12% from $8.2B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SCHP positions and 32 closed out — a net gain of 26 holders — while 219 added to existing stakes and 78 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $211M. The largest seller was Tradewinds Capital Management, cutting an estimated $13.5M.
- 429 institutional investors held Schwab US TIPS ETF (SCHP) as of Q3 2020, up from 411 in Q2 2020.
- Funds reported $9.19B of Schwab US TIPS ETF stock for Q3 2020, up 12% quarter-over-quarter.
- 58 funds opened new Schwab US TIPS ETF positions in Q3 2020 and 32 closed out, a net change of +26 holders.
- The largest Schwab US TIPS ETF buyer in Q3 2020 was Charles Schwab Investment Advisory, an estimated $211M added.
- The largest Schwab US TIPS ETF seller in Q3 2020 was Tradewinds Capital Management, an estimated $13.5M sold.
Based on aggregated 13F filings for Q3 2020.