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Schwab US TIPS ETF
SCHP

282 hedge funds and large institutions have $3.97B invested in Schwab US TIPS ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 14

120% more capital invested

Capital invested by funds: $1.8B → $3.97B (+$2.17B)

50% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 80

34.08% more ownership

Funds ownership: 112.35% → 146.43% (+34%)

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

11% more funds holding

Funds holding: 254 → 282 (+28)

Holders
282
Holders Change
+28
Holders Change %
+11.02%
% of All Funds
6.46%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.41%
New
43
Increased
120
Reduced
80
Closed
14
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$1.85B
2
JP Morgan Chase
JP Morgan Chase
New York
+$124M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$64.8M
4
US Bancorp
US Bancorp
Minnesota
+$43.6M
5
MIH
Madison Investment Holdings
Wisconsin
+$25.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$31.9M
2
Bank of America
Bank of America
North Carolina
-$4.85M
3
LCC
Lincoln Capital Corp
Rhode Island
-$4.77M
4
I
INVST
Indiana
-$2.72M
5
GC
Garde Capital
Washington
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$1.39M +$152K +5,582 +12%
I
102
INVST
Indiana
$1.38M -$2.72M -99,864 -67%
Invesco
103
Invesco
Georgia
$1.35M -$2.07K -76 -0.2%
TSW
104
Thompson Siegel & Walmsley
Virginia
$1.25M – – –
ACM
105
AlphaStar Capital Management
North Carolina
$1.23M -$1.08M -39,484 -47%
MCM
106
Mengis Capital Management
Oregon
$1.11M -$51.3K -1,880 -4%
NCM
107
Northwest Capital Management
Oregon
$1.1M -$335K -12,272 -23%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$1.09M -$1.14M -41,856 -51%
AIM
109
Anchor Investment Management
South Carolina
$1.07M +$189K +6,940 +22%
SA
110
SRH Advisors
Kansas
$1.05M +$15.9K +584 +2%
AF
111
Advisornet Financial
Minnesota
$1.02M +$42.6K +1,562 +4%
CA
112
Cetera Advisors
Colorado
$1.01M +$131K +4,818 +15%
FWM
113
Focused Wealth Management
New York
$974K +$895K +32,782 +1,220%
NPT
114
Nixon Peabody Trust
Massachusetts
$972K +$966K +35,410 New
AFP
115
Ausdal Financial Partners
Iowa
$968K +$8.89K +326 +0.9%
VAS
116
Valicenti Advisory Services
New York
$940K -$56K -2,052 -6%
SP
117
Successful Portfolios
Florida
$911K +$65.8K +2,410 +8%
IA
118
IFP Advisors
Florida
$905K -$2.02K -74 -0.2%
CWM
119
Cabot Wealth Management
Massachusetts
$894K -$13.4K -492 -1%
Stifel Financial
120
Stifel Financial
Missouri
$889K +$81.4K +2,982 +10%
FC
121
Financial Consulate
Maryland
$888K +$67.1K +2,458 +8%
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$848K -$17.6K -646 -2%
FA
123
Fagan Associates
New York
$831K +$48.6K +1,782 +6%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$815K +$406K +14,876 +100%
AI
125
Atria Investments
North Carolina
$814K -$382K -13,996 -32%
3 4
5
6 7

SCHP Hedge Fund Activity: Q2 2018 in Review

282 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2018, worth a combined $3.97B — up 120% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SCHP positions and 14 closed out — a net gain of 29 holders — while 120 added to existing stakes and 80 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $1.85B. The largest seller was UBS Group, cutting an estimated $31.9M.

  • 282 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2018, up from 254 in Q1 2018.
  • Funds reported $3.97B of Schwab US TIPS ETF stock for Q2 2018, up 120% quarter-over-quarter.
  • 43 funds opened new Schwab US TIPS ETF positions in Q2 2018 and 14 closed out, a net change of +29 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $1.85B added.
  • The largest Schwab US TIPS ETF seller in Q2 2018 was UBS Group, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2018.