Schwab US TIPS ETF
SCHP
304 hedge funds and large institutions have $4.44B invested in Schwab US TIPS ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 36 closing their positions.
67% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 36
24% more funds holding in top 10
Funds holding in top 10: 17 → 21 (+4)
7% more funds holding
Funds holding: 284 → 304 (+20)
1.09% more ownership
Funds ownership: 152.04% → 153.13% (+1.1%)
3% more capital invested
Capital invested by funds: $4.32B → $4.44B (+$119M)
14% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$152M |
| 2 |
JP Morgan Chase
New York
|
+$150M |
| 3 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
+$67.8M |
| 4 |
Bank of New York Mellon
New York
|
+$44.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$222M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$49.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$35.7M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$17.3M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$13.2M |
SCHP Hedge Fund Activity: Q4 2018 in Review
304 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q4 2018, worth a combined $4.44B — up 2.8% from $4.32B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SCHP positions and 36 closed out — a net gain of 24 holders — while 97 added to existing stakes and 113 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $152M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $222M.
- 304 institutional investors held Schwab US TIPS ETF (SCHP) as of Q4 2018, up from 284 in Q3 2018.
- Funds reported $4.44B of Schwab US TIPS ETF stock for Q4 2018, up 2.8% quarter-over-quarter.
- 60 funds opened new Schwab US TIPS ETF positions in Q4 2018 and 36 closed out, a net change of +24 holders.
- The largest Schwab US TIPS ETF buyer in Q4 2018 was VOYA Investment Management, an estimated $152M added.
- The largest Schwab US TIPS ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $222M sold.
Based on aggregated 13F filings for Q4 2018.