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Schwab US TIPS ETF

750 hedge funds and large institutions have $14.6B invested in Schwab US TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 311 increasing their positions, 257 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $6.02M | Put options by funds: $1.91M

21% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 257

2% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 103

1.51% less ownership

Funds ownership: 146.02%144.52% (-1.5%)

2% less funds holding

Funds holding: 763750 (-13)

5% less capital invested

Capital invested by funds: $15.5B → $14.6B (-$835M)

16% less funds holding in top 10

Funds holding in top 10: 9580 (-15)

Holders
750
Holders Change
-13
Holders Change %
-1.7%
% of All Funds
11.79%
Holding in Top 10
80
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.79%
% of All Funds
1.26%
New
101
Increased
311
Reduced
257
Closed
103
Calls
$6.02M
Puts
$1.91M
Net Calls
+$4.11M
Net Calls Change
+$1.58M

SCHP Hedge Fund Activity: Q1 2022 in Review

750 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q1 2022, worth a combined $14.6B — down 5.4% from $15.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of SCHP and 101 opened new positions — a net loss of 2 holders — while 257 trimmed existing stakes and 311 added.

The largest buyer was Personal Capital Advisors, adding an estimated $394M. The largest seller was Quadratic Capital Management, cutting an estimated $469M.

  • 750 institutional investors held Schwab US TIPS ETF (SCHP) as of Q1 2022, down from 763 in Q4 2021.
  • Funds reported $14.6B of Schwab US TIPS ETF stock for Q1 2022, down 5.4% quarter-over-quarter.
  • 101 funds opened new Schwab US TIPS ETF positions in Q1 2022 and 103 closed out, a net change of -2 holders.
  • The largest Schwab US TIPS ETF buyer in Q1 2022 was Personal Capital Advisors, an estimated $394M added.
  • The largest Schwab US TIPS ETF seller in Q1 2022 was Quadratic Capital Management, an estimated $469M sold.

Based on aggregated 13F filings for Q1 2022.