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Schwab US TIPS ETF

254 hedge funds and large institutions have $1.8B invested in Schwab US TIPS ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+10
Holders Change %
+4.1%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.37%
New
35
Increased
119
Reduced
65
Closed
23
Calls
$247K
Puts
Net Calls
+$247K
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
226
Arcadia Investment Management
Michigan
$22K
WCM
227
Wealthcare Capital Management
Virginia
$18K -$6.76K -250 -27%
GWM
228
Geneos Wealth Management
Colorado
$16K +$16K +600 New
WCM
229
Whitener Capital Management
North Carolina
$15K
AOWM
230
Alpha Omega Wealth Management
Virginia
$15K
MWM
231
MinichMacGregor Wealth Management
New York
$14K -$7.38K -270 -35%
KFA
232
Kabarec Financial Advisors
Illinois
$12K -$12K -450 -50%
CDIA
233
Capital Directions Investment Advisors
Georgia
$12K
1IA
234
1834 Investment Advisors
Wisconsin
$9K -$7.85K -274 -47%
AAM
235
Advisors Asset Management
Colorado
$9K +$9K +338 New
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$8K
RE
237
RBC Europe
United Kingdom
$7.13K +$7.13K +260 New
SJIM
238
St. Johns Investment Management
Florida
$7K -$10.2K -380 -59%
SWA
239
Sutton Wealth Advisors
Florida
$6.81K
HCM
240
Horrell Capital Management
Arkansas
$5K
SSB
241
Sandy Spring Bank
Maryland
$5K
SFM
242
Signet Financial Management
New Jersey
$5K +$5K +184 New
VCM
243
Virtue Capital Management
Tennessee
$4K -$850 -34 -18%
MFT
244
Moisand Fitzgerald Tamayo
Florida
$3K
Barclays
245
Barclays
United Kingdom
$3K
ADL
246
Asset Dedication LLC
California
$2K -$30.7K -1,260 -94%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$1K -$205K -6,142 -100%
OIA
248
OneDigital Investment Advisors
Kansas
$1K
AIP
249
Ameritas Investment Partners
Nebraska
$1K +$45 +2 +5%
DWM
250
Destination Wealth Management
California
$1K +$1K +24 New