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Schwab US TIPS ETF
SCHP

316 hedge funds and large institutions have $5.2B invested in Schwab US TIPS ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 147 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 84

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $4.61B → $5.2B (+$587M)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

1.91% more ownership

Funds ownership: 158.44% → 160.35% (+1.9%)

0% less funds holding

Funds holding: 317 → 316 (-1)

Holders
316
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
6.86%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.48%
New
30
Increased
147
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$372M
2
CSIA
Charles Schwab Investment Advisory
California
+$123M
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$56.4M
4
Jane Street
Jane Street
New York
+$17.2M
5
SG Americas Securities
SG Americas Securities
New York
+$16.1M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$142M
2
AssetMark Inc
AssetMark Inc
California
-$57.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$36.2M
4
US Bancorp
US Bancorp
Minnesota
-$35.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
101
Tran Capital Management
California
$1.85M – – –
AI
102
Atria Investments
North Carolina
$1.82M -$58.5K -2,112 -3%
FF
103
Friedenthal Financial
New Jersey
$1.77M +$153K +5,522 +10%
3C
104
361 Capital
Colorado
$1.76M +$30.7K +1,110 +2%
PS
105
Portfolio Solutions
Michigan
$1.76M +$165K +5,948 +11%
EWM
106
Empirical Wealth Management
Washington
$1.75M +$114K +4,128 +7%
PAG
107
Pinnacle Advisory Group
Maryland
$1.71M -$33.5K -1,210 -2%
AWM
108
Apollon Wealth Management
South Carolina
$1.64M +$246K +8,872 +18%
VA
109
Valmark Advisers
Ohio
$1.6M +$105K +3,782 +7%
OMC
110
Old Mission Capital
Illinois
$1.58M +$1.56M +56,200 New
I
111
INVST
Indiana
$1.58M +$90.9K +3,284 +6%
MCM
112
Mengis Capital Management
Oregon
$1.57M +$223K +8,040 +17%
FNC
113
First National Corp
Massachusetts
$1.53M +$92.9K +3,354 +7%
CA
114
Cetera Advisors
Colorado
$1.48M -$165K -5,958 -10%
BAM
115
Baldrige Asset Management
Pennsylvania
$1.48M -$29.2K -1,056 -2%
CW
116
CreativeOne Wealth
Kansas
$1.48M +$282K +10,184 +24%
PIMG
117
Patriot Investment Management Group
Tennessee
$1.39M +$86.3K +3,116 +7%
AIM
118
Anchor Investment Management
South Carolina
$1.29M +$77K +2,780 +6%
TSW
119
Thompson Siegel & Walmsley
Virginia
$1.28M – – –
Comerica Bank
120
Comerica Bank
Texas
$1.22M -$145K -5,232 -11%
PFA
121
Pure Financial Advisors
California
$1.21M +$73.9K +2,668 +7%
G
122
GenTrust
Florida
$1.2M +$1.83K +66 +0.2%
SCA
123
Stokes Capital Advisors
South Carolina
$1.2M +$48.9K +1,768 +4%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$1.2M +$997K +35,996 +560%
FCIM
125
Fairview Capital Investment Management
California
$1.18M – – –
3 4
5
6 7

SCHP Hedge Fund Activity: Q2 2019 in Review

316 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2019, worth a combined $5.2B — up 13% from $4.61B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SCHP positions and 26 closed out — a net gain of 4 holders — while 147 added to existing stakes and 84 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $372M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $142M.

  • 316 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2019, down from 317 in Q1 2019.
  • Funds reported $5.2B of Schwab US TIPS ETF stock for Q2 2019, up 13% quarter-over-quarter.
  • 30 funds opened new Schwab US TIPS ETF positions in Q2 2019 and 26 closed out, a net change of +4 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2019 was VOYA Investment Management, an estimated $372M added.
  • The largest Schwab US TIPS ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2019.