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Schwab US TIPS ETF

654 hedge funds and large institutions have $8.08B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 246 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,185% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $140K

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

13% more funds holding in top 10

Funds holding in top 10: 5259 (+7)

9.44% more ownership

Funds ownership: 136.09%145.52% (+9.4%)

6% more capital invested

Capital invested by funds: $7.61B → $8.08B (+$467M)

1% more funds holding

Funds holding: 646654 (+8)

0% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 245

Holders
654
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
9.45%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
0.85%
New
84
Increased
246
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
101
Signet Investment Advisory Group
Rhode Island
$8.25M -$410K -15,850 -5%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$8.1M +$5.21M +201,694 +184%
BA
103
Brightwater Advisory
Florida
$7.99M +$1.86M +71,798 +30%
G
104
GenTrust
Florida
$7.98M -$41.4K -1,600 -0.5%
BL
105
BFSG LLC
California
$7.93M +$270K +10,440 +4%
KAS
106
Kestra Advisory Services
Texas
$7.64M +$2.28M +88,028 +36%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$7.58M -$4.85M -187,496 -39%
PC
108
Prairiewood Capital
North Dakota
$7.4M +$475K +18,382 +7%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$7.31M -$3.1M -120,076 -30%
IF
110
IRON Financial
Illinois
$7.27M -$122K -4,734 -2%
SA
111
Sanctuary Advisors
Indiana
$6.9M +$6.95M +268,986 New
FA
112
FC Advisory
Pennsylvania
$6.87M +$73.7K +2,850 +1%
HPFG
113
Hart & Patterson Financial Group
Massachusetts
$6.85M +$51.2K +1,982 +0.8%
TWCA
114
Two West Capital Advisors
Kansas
$6.82M +$6.78M +262,154 New
KPWS
115
Kestra Private Wealth Services
Texas
$6.79M +$634K +24,528 +10%
HI
116
Harbour Investments
Wisconsin
$6.77M -$53.5K -2,068 -0.8%
AAS
117
Avantax Advisory Services
Texas
$6.59M +$237K +9,176 +4%
FCM
118
Fortis Capital Management
Washington
$6.54M +$559K +21,622 +9%
VA
119
Valmark Advisers
Ohio
$6.27M -$67.1K -2,594 -1%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$6.26M -$977K -37,784 -14%
FFA
121
Fi3 Financial Advisors
Indiana
$6.26M +$144K +5,560 +2%
SWG
122
Summit Wealth Group
Vermont
$6.23M +$6.19M +239,502 New
HWA
123
HCR Wealth Advisors
California
$6.17M +$113K +4,374 +2%
MML Investors Services
124
MML Investors Services
Massachusetts
$6.14M -$220K -8,502 -3%
APW
125
Austin Private Wealth
Texas
$6.13M -$43.7K -1,690 -0.7%

SCHP Hedge Fund Activity: Q2 2024 in Review

654 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2024, worth a combined $8.08B — up 6.1% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SCHP positions and 64 closed out — a net gain of 20 holders — while 246 added to existing stakes and 245 trimmed.

The largest buyer was Charles Schwab, adding an estimated $948M. The largest seller was Evoke Wealth, cutting an estimated $137M.

  • 654 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2024, up from 646 in Q1 2024.
  • Funds reported $8.08B of Schwab US TIPS ETF stock for Q2 2024, up 6.1% quarter-over-quarter.
  • 84 funds opened new Schwab US TIPS ETF positions in Q2 2024 and 64 closed out, a net change of +20 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2024 was Charles Schwab, an estimated $948M added.
  • The largest Schwab US TIPS ETF seller in Q2 2024 was Evoke Wealth, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.