Schwab US TIPS ETF
SCHP
633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.
304% more call options, than puts
Call options by funds: $2.61M | Put options by funds: $645K
193% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 29
141% more repeat investments, than reductions
Existing positions increased: 325 | Existing positions reduced: 135
14% more funds holding in top 10
Funds holding in top 10: 65 → 74 (+9)
8% more funds holding
Funds holding: 588 → 633 (+45)
5% more capital invested
Capital invested by funds: $14.2B → $15B (+$739M)
2.42% less ownership
Funds ownership: 153.47% → 151.04% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$232M |
| 2 |
Temasek Holdings
Singapore
|
+$152M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$57.9M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$52.7M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$46.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$170M |
| 2 |
QCM
Quadratic Capital Management
Greenwich,
Connecticut
|
-$80.4M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$31.9M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$25.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$18.2M |
SCHP Hedge Fund Activity: Q3 2021 in Review
633 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q3 2021, worth a combined $15B — up 5.2% from $14.2B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new SCHP positions and 29 closed out — a net gain of 56 holders — while 325 added to existing stakes and 135 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $232M. The largest seller was VOYA Investment Management, cutting an estimated $170M.
- 633 institutional investors held Schwab US TIPS ETF (SCHP) as of Q3 2021, up from 588 in Q2 2021.
- Funds reported $15B of Schwab US TIPS ETF stock for Q3 2021, up 5.2% quarter-over-quarter.
- 85 funds opened new Schwab US TIPS ETF positions in Q3 2021 and 29 closed out, a net change of +56 holders.
- The largest Schwab US TIPS ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $232M added.
- The largest Schwab US TIPS ETF seller in Q3 2021 was VOYA Investment Management, an estimated $170M sold.
Based on aggregated 13F filings for Q3 2021.