Schwab US TIPS ETF
SCHP
714 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 257 increasing their positions, 311 reducing their positions, and 95 closing their positions.
359% more call options, than puts
Call options by funds: $5.38M | Put options by funds: $1.17M
4% less funds holding in top 10
Funds holding in top 10: 80 → 77 (-3)
5% less funds holding
Funds holding: 750 → 714 (-36)
8.65% less ownership
Funds ownership: 144.52% → 135.87% (-8.6%)
17% less repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 311
26% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 95
27% less capital invested
Capital invested by funds: $14.6B → $10.7B (-$3.96B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
+$216M |
| 2 |
Morgan Stanley
New York
|
+$165M |
| 3 |
JP Morgan Chase
New York
|
+$150M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$104M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$57.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$3.14B |
| 2 |
Jane Street
New York
|
-$105M |
| 3 |
QCM
Quadratic Capital Management
Greenwich,
Connecticut
|
-$61M |
| 4 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$37.8M |
| 5 |
NC
NinePointTwo Capital
Los Angeles,
California
|
-$36.6M |
SCHP Hedge Fund Activity: Q2 2022 in Review
714 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2022, worth a combined $10.7B — down 27% from $14.6B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of SCHP and 70 opened new positions — a net loss of 25 holders — while 311 trimmed existing stakes and 257 added.
The largest buyer was Evoke Wealth, opening a new position worth an estimated $216M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $3.14B.
- 714 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2022, down from 750 in Q1 2022.
- Funds reported $10.7B of Schwab US TIPS ETF stock for Q2 2022, down 27% quarter-over-quarter.
- 70 funds opened new Schwab US TIPS ETF positions in Q2 2022 and 95 closed out, a net change of -25 holders.
- The largest Schwab US TIPS ETF buyer in Q2 2022 was Evoke Wealth, an estimated $216M added.
- The largest Schwab US TIPS ETF seller in Q2 2022 was Charles Schwab Investment Advisory, an estimated $3.14B sold.
Based on aggregated 13F filings for Q2 2022.