Schwab US TIPS ETF
SCHP
336 hedge funds and large institutions have $6.82B invested in Schwab US TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 94 reducing their positions, and 26 closing their positions.
85% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 26
59% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 94
31% more capital invested
Capital invested by funds: $5.2B → $6.82B (+$1.62B)
23% more funds holding in top 10
Funds holding in top 10: 22 → 27 (+5)
6.36% more ownership
Funds ownership: 160.35% → 166.71% (+6.4%)
6% more funds holding
Funds holding: 316 → 336 (+20)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $249K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$500M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$358M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$224M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$208M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$32.7M |
| 2 |
Jane Street
New York
|
-$19.7M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$16.6M |
| 4 |
SG Americas Securities
New York
|
-$16.4M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$11.8M |
SCHP Hedge Fund Activity: Q3 2019 in Review
336 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q3 2019, worth a combined $6.82B — up 31% from $5.2B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SCHP positions and 26 closed out — a net gain of 22 holders — while 149 added to existing stakes and 94 trimmed.
The largest buyer was Bank of America, adding an estimated $500M. The largest seller was US Bancorp, cutting an estimated $32.7M.
- 336 institutional investors held Schwab US TIPS ETF (SCHP) as of Q3 2019, up from 316 in Q2 2019.
- Funds reported $6.82B of Schwab US TIPS ETF stock for Q3 2019, up 31% quarter-over-quarter.
- 48 funds opened new Schwab US TIPS ETF positions in Q3 2019 and 26 closed out, a net change of +22 holders.
- The largest Schwab US TIPS ETF buyer in Q3 2019 was Bank of America, an estimated $500M added.
- The largest Schwab US TIPS ETF seller in Q3 2019 was US Bancorp, an estimated $32.7M sold.
Based on aggregated 13F filings for Q3 2019.