Schwab US TIPS ETF
SCHP
488 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 221 increasing their positions, 105 reducing their positions, and 34 closing their positions.
185% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 34
110% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 105
21% more funds holding in top 10
Funds holding in top 10: 48 → 58 (+10)
17% more capital invested
Capital invested by funds: $9.2B → $10.7B (+$1.53B)
13% more funds holding
Funds holding: 430 → 488 (+58)
5.98% more ownership
Funds ownership: 146.83% → 152.81% (+6%)
84% less call options, than puts
Call options by funds: $248K | Put options by funds: $1.52M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$251M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$111M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$48.3M |
| 4 |
NA
NextCapital Advisers
Chicago,
Illinois
|
+$48.1M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$35.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$166M |
| 2 |
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
-$87.2M |
| 3 |
Jane Street
New York
|
-$33.6M |
| 4 |
JP Morgan Chase
New York
|
-$21.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$15.1M |
SCHP Hedge Fund Activity: Q4 2020 in Review
488 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q4 2020, worth a combined $10.7B — up 17% from $9.2B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new SCHP positions and 34 closed out — a net gain of 63 holders — while 221 added to existing stakes and 105 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $251M. The largest seller was UBS Group, cutting an estimated $166M.
- 488 institutional investors held Schwab US TIPS ETF (SCHP) as of Q4 2020, up from 430 in Q3 2020.
- Funds reported $10.7B of Schwab US TIPS ETF stock for Q4 2020, up 17% quarter-over-quarter.
- 97 funds opened new Schwab US TIPS ETF positions in Q4 2020 and 34 closed out, a net change of +63 holders.
- The largest Schwab US TIPS ETF buyer in Q4 2020 was Charles Schwab Investment Advisory, an estimated $251M added.
- The largest Schwab US TIPS ETF seller in Q4 2020 was UBS Group, an estimated $166M sold.
Based on aggregated 13F filings for Q4 2020.