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Schwab US TIPS ETF
SCHP

282 hedge funds and large institutions have $3.97B invested in Schwab US TIPS ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 14

120% more capital invested

Capital invested by funds: $1.8B → $3.97B (+$2.17B)

50% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 80

34.08% more ownership

Funds ownership: 112.35% → 146.43% (+34%)

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

11% more funds holding

Funds holding: 254 → 282 (+28)

Holders
282
Holders Change
+28
Holders Change %
+11.02%
% of All Funds
6.46%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.41%
New
43
Increased
120
Reduced
80
Closed
14
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$1.85B
2
JP Morgan Chase
JP Morgan Chase
New York
+$124M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$64.8M
4
US Bancorp
US Bancorp
Minnesota
+$43.6M
5
MIH
Madison Investment Holdings
Wisconsin
+$25.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$31.9M
2
Bank of America
Bank of America
North Carolina
-$4.85M
3
LCC
Lincoln Capital Corp
Rhode Island
-$4.77M
4
I
INVST
Indiana
-$2.72M
5
GC
Garde Capital
Washington
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
176
Relative Value Partners Group
$342K – – –
FANJ
177
Financial Architects (New Jersey)
New Jersey
$333K -$18.5K -678 -5%
1CM
178
1492 Capital Management
Wisconsin
$323K – – –
KWM
179
Kingsview Wealth Management
Oregon
$316K +$89.1K +3,264 +40%
SFS
180
Strategic Financial Services
New York
$316K +$314K +11,494 New
BRWA
181
B. Riley Wealth Advisors
Florida
$311K +$5.18K +190 +2%
CWM
182
Capital Wealth Management
Rhode Island
$307K +$305K +11,172 New
SWM
183
Stockman Wealth Management
Montana
$302K +$16.1K +590 +6%
BTS
184
BB&T Securities
Virginia
$302K +$301K +11,034 New
NFG
185
Next Financial Group
Texas
$296K -$4.86K -178 -2%
EWM
186
Evercore Wealth Management
New York
$288K +$286K +10,482 New
WCM
187
Weik Capital Management
Pennsylvania
$277K +$30K +1,100 +12%
RPA
188
Rock Point Advisors
Vermont
$273K -$25K -916 -8%
AFA
189
Arlington Financial Advisors
California
$268K +$268K +9,834 New
CFD
190
Creative Financial Designs
Indiana
$265K -$2.4K -88 -0.9%
BUB
191
BBVA USA Bancshares
Texas
$258K +$48.3K +1,770 +23%
SGCA
192
Steel Grove Capital Advisors
Tennessee
$256K -$15K -548 -6%
CAN
193
Cetera Advisor Networks
California
$254K -$38.2K -1,400 -13%
OCM
194
One Capital Management
California
$247K +$32.7K +1,200 +15%
PG
195
Patten Group
Tennessee
$246K +$600 +22 +0.2%
AWE
196
Avidian Wealth Enterprises
Texas
$245K -$58.6K -2,146 -19%
VIA
197
Vantage Investment Advisors
Pennsylvania
$243K -$788K -28,886 -77%
AIM
198
Avity Investment Management
Connecticut
$242K – – –
JFG
199
JMG Financial Group
Illinois
$236K +$2.18K +80 +0.9%
VCM
200
Vigilant Capital Management
Maine
$225K -$105K -3,850 -32%
6 7
8
9 10

SCHP Hedge Fund Activity: Q2 2018 in Review

282 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2018, worth a combined $3.97B — up 120% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SCHP positions and 14 closed out — a net gain of 29 holders — while 120 added to existing stakes and 80 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $1.85B. The largest seller was UBS Group, cutting an estimated $31.9M.

  • 282 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2018, up from 254 in Q1 2018.
  • Funds reported $3.97B of Schwab US TIPS ETF stock for Q2 2018, up 120% quarter-over-quarter.
  • 43 funds opened new Schwab US TIPS ETF positions in Q2 2018 and 14 closed out, a net change of +29 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $1.85B added.
  • The largest Schwab US TIPS ETF seller in Q2 2018 was UBS Group, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2018.