Schwab US TIPS ETF
SCHP
317 hedge funds and large institutions have $4.62B invested in Schwab US TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 93 reducing their positions, and 32 closing their positions.
56% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 32
32% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 93
4% more funds holding
Funds holding: 304 → 317 (+13)
4% more capital invested
Capital invested by funds: $4.44B → $4.62B (+$173M)
0.61% more ownership
Funds ownership: 153.13% → 153.74% (+0.61%)
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$144M |
| 2 |
AssetMark Inc
Concord,
California
|
+$57.4M |
| 3 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$43M |
| 4 |
NA
NextCapital Advisers
Chicago,
Illinois
|
+$12M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$101M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$42.4M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$42.4M |
| 4 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$29.4M |
| 5 |
Jane Street
New York
|
-$14.7M |
SCHP Hedge Fund Activity: Q1 2019 in Review
317 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q1 2019, worth a combined $4.62B — up 3.9% from $4.44B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SCHP positions and 32 closed out — a net gain of 18 holders — while 123 added to existing stakes and 93 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $144M. The largest seller was JP Morgan Chase, cutting an estimated $101M.
- 317 institutional investors held Schwab US TIPS ETF (SCHP) as of Q1 2019, up from 304 in Q4 2018.
- Funds reported $4.62B of Schwab US TIPS ETF stock for Q1 2019, up 3.9% quarter-over-quarter.
- 50 funds opened new Schwab US TIPS ETF positions in Q1 2019 and 32 closed out, a net change of +18 holders.
- The largest Schwab US TIPS ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $144M added.
- The largest Schwab US TIPS ETF seller in Q1 2019 was JP Morgan Chase, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2019.