Schwab US TIPS ETF
SCHP
396 hedge funds and large institutions have $6.63B invested in Schwab US TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 40 closing their positions.
58% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 40
44% more funds holding in top 10
Funds holding in top 10: 32 → 46 (+14)
4% more funds holding
Funds holding: 379 → 396 (+17)
5% less capital invested
Capital invested by funds: $7.02B → $6.63B (-$384M)
7.19% less ownership
Funds ownership: 161.33% → 154.14% (-7.2%)
13% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 149
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$75.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$51.9M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
+$47.7M |
| 4 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$30.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$233M |
| 2 |
JP Morgan Chase
New York
|
-$159M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$104M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$96.8M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$94.9M |
SCHP Hedge Fund Activity: Q1 2020 in Review
396 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q1 2020, worth a combined $6.63B — down 5.5% from $7.02B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new SCHP positions and 40 closed out — a net gain of 23 holders — while 129 added to existing stakes and 149 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $75.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $233M.
- 396 institutional investors held Schwab US TIPS ETF (SCHP) as of Q1 2020, up from 379 in Q4 2019.
- Funds reported $6.63B of Schwab US TIPS ETF stock for Q1 2020, down 5.5% quarter-over-quarter.
- 63 funds opened new Schwab US TIPS ETF positions in Q1 2020 and 40 closed out, a net change of +23 holders.
- The largest Schwab US TIPS ETF buyer in Q1 2020 was Fidelity Investments, an estimated $75.7M added.
- The largest Schwab US TIPS ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $233M sold.
Based on aggregated 13F filings for Q1 2020.