Schwab US TIPS ETF
SCHP
411 hedge funds and large institutions have $8.2B invested in Schwab US TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 45 closing their positions.
44% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 45
38% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 118
24% more capital invested
Capital invested by funds: $6.64B → $8.2B (+$1.56B)
5.39% more ownership
Funds ownership: 152.73% → 158.13% (+5.4%)
4% more funds holding
Funds holding: 395 → 411 (+16)
7% less funds holding in top 10
Funds holding in top 10: 46 → 43 (-3)
48% less call options, than puts
Call options by funds: $228K | Put options by funds: $439K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$2.28B |
| 2 |
JP Morgan Chase
New York
|
+$57.5M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$28.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$25.7M |
| 5 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$504M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$422M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$200M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$199M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$51.6M |
SCHP Hedge Fund Activity: Q2 2020 in Review
411 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2020, worth a combined $8.2B — up 24% from $6.64B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new SCHP positions and 45 closed out — a net gain of 20 holders — while 163 added to existing stakes and 118 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $2.28B. The largest seller was Bank of America, cutting an estimated $504M.
- 411 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2020, up from 395 in Q1 2020.
- Funds reported $8.2B of Schwab US TIPS ETF stock for Q2 2020, up 24% quarter-over-quarter.
- 65 funds opened new Schwab US TIPS ETF positions in Q2 2020 and 45 closed out, a net change of +20 holders.
- The largest Schwab US TIPS ETF buyer in Q2 2020 was Charles Schwab Investment Advisory, an estimated $2.28B added.
- The largest Schwab US TIPS ETF seller in Q2 2020 was Bank of America, an estimated $504M sold.
Based on aggregated 13F filings for Q2 2020.