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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$1.85B |
| 2 |
JP Morgan Chase
New York
|
+$124M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$64.8M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$43.6M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$25.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$31.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.85M |
| 3 |
LCC
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
-$4.77M |
| 4 |
I
INVST
Indianapolis,
Indiana
|
-$2.72M |
| 5 |
GC
Garde Capital
Seattle,
Washington
|
-$2.63M |
SCHP Hedge Fund Activity: Q2 2018 in Review
282 of the 4,385 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.