Schwab US TIPS ETF
SCHP
316 hedge funds and large institutions have $5.2B invested in Schwab US TIPS ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 148 increasing their positions, 83 reducing their positions, and 26 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 83
15% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 26
13% more capital invested
Capital invested by funds: $4.62B → $5.2B (+$584M)
6.61% more ownership
Funds ownership: 153.74% → 160.35% (+6.6%)
5% more funds holding in top 10
Funds holding in top 10: 21 → 22 (+1)
0% less funds holding
Funds holding: 317 → 316 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$372M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$123M |
| 3 |
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
+$56.4M |
| 4 |
Jane Street
New York
|
+$17.2M |
| 5 |
SG Americas Securities
New York
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$57.2M |
| 2 |
JP Morgan Chase
New York
|
-$36.2M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$35.8M |
| 4 |
Bank of New York Mellon
New York
|
-$19.8M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$11.4M |
SCHP Hedge Fund Activity: Q2 2019 in Review
316 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2019, worth a combined $5.2B — up 13% from $4.62B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SCHP positions and 26 closed out — a net gain of 4 holders — while 148 added to existing stakes and 83 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $372M. The largest seller was AssetMark Inc, cutting an estimated $57.2M.
- 316 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2019, down from 317 in Q1 2019.
- Funds reported $5.2B of Schwab US TIPS ETF stock for Q2 2019, up 13% quarter-over-quarter.
- 30 funds opened new Schwab US TIPS ETF positions in Q2 2019 and 26 closed out, a net change of +4 holders.
- The largest Schwab US TIPS ETF buyer in Q2 2019 was VOYA Investment Management, an estimated $372M added.
- The largest Schwab US TIPS ETF seller in Q2 2019 was AssetMark Inc, an estimated $57.2M sold.
Based on aggregated 13F filings for Q2 2019.