Schwab US TIPS ETF
SCHP
651 hedge funds and large institutions have $7.48B invested in Schwab US TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 222 increasing their positions, 262 reducing their positions, and 77 closing their positions.
120% more call options, than puts
Call options by funds: $3.55M | Put options by funds: $1.62M
7.16% more ownership
Funds ownership: 57.9% → 65.07% (+7.2%)
0% more funds holding in top 10
Funds holding in top 10: 55 → 55 (0)
0% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 77
1% less funds holding
Funds holding: 658 → 651 (-7)
15% less repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 262
33% less capital inflows, than outflows
Capital inflows: $778M | Capital outflows: $1.16B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$260M |
| 2 |
Litman Gregory Wealth Management
Larkspur,
California
|
+$54.2M |
| 3 |
Temasek Holdings
Singapore
|
+$37.4M |
| 4 |
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$33.9M |
| 5 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$710M |
| 2 |
Jane Street
New York
|
-$54.2M |
| 3 |
Greenline Partners
New York
|
-$47.9M |
| 4 |
Charles Schwab Investment Advisory
San Francisco,
California
|
-$34.5M |
| 5 |
Scarborough Advisors
Annapolis,
Maryland
|
-$24.9M |
SCHP Hedge Fund Activity: Q2 2023 in Review
651 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2023, worth a combined $7.48B — down 7.2% from $8.06B a quarter earlier.
Fund positioning in SCHP was balanced in Q2 2023: 77 funds opened new positions, 77 closed out, 222 added to existing stakes and 262 trimmed.
The largest buyer was SEI Investments, adding an estimated $260M. The largest seller was JP Morgan Chase, cutting an estimated $710M.
- 651 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2023, down from 658 in Q1 2023.
- Funds reported $7.48B of Schwab US TIPS ETF stock for Q2 2023, down 7.2% quarter-over-quarter.
- 77 funds opened new Schwab US TIPS ETF positions in Q2 2023 and 77 closed out, a net change of 0 holders.
- The largest Schwab US TIPS ETF buyer in Q2 2023 was SEI Investments, an estimated $260M added.
- The largest Schwab US TIPS ETF seller in Q2 2023 was JP Morgan Chase, an estimated $710M sold.
Based on aggregated 13F filings for Q2 2023.