Schwab US TIPS ETF
SCHP
588 hedge funds and large institutions have $14.2B invested in Schwab US TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 125 reducing their positions, and 40 closing their positions.
136% more repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 125
133% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 40
26% more call options, than puts
Call options by funds: $1.77M | Put options by funds: $1.41M
9% more funds holding
Funds holding: 541 → 588 (+47)
9% more capital invested
Capital invested by funds: $13.1B → $14.2B (+$1.11B)
3% more funds holding in top 10
Funds holding in top 10: 63 → 65 (+2)
5.43% less ownership
Funds ownership: 158.89% → 153.47% (-5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QCM
Quadratic Capital Management
Greenwich,
Connecticut
|
+$827M |
| 2 |
JP Morgan Chase
New York
|
+$210M |
| 3 |
Citigroup
New York
|
+$82.1M |
| 4 |
NC
NinePointTwo Capital
Los Angeles,
California
|
+$66.2M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$665M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$170M |
| 3 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
-$22.7M |
| 4 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$22.5M |
| 5 |
BPB
Badgley, Phelps & Bell
Seattle,
Washington
|
-$16.8M |
SCHP Hedge Fund Activity: Q2 2021 in Review
588 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2021, worth a combined $14.2B — up 8.5% from $13.1B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new SCHP positions and 40 closed out — a net gain of 53 holders — while 295 added to existing stakes and 125 trimmed.
The largest buyer was Quadratic Capital Management, adding an estimated $827M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $665M.
- 588 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2021, up from 541 in Q1 2021.
- Funds reported $14.2B of Schwab US TIPS ETF stock for Q2 2021, up 8.5% quarter-over-quarter.
- 93 funds opened new Schwab US TIPS ETF positions in Q2 2021 and 40 closed out, a net change of +53 holders.
- The largest Schwab US TIPS ETF buyer in Q2 2021 was Quadratic Capital Management, an estimated $827M added.
- The largest Schwab US TIPS ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $665M sold.
Based on aggregated 13F filings for Q2 2021.