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Schwab US TIPS ETF

764 hedge funds and large institutions have $15.4B invested in Schwab US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 354 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+131
Holders Change %
+20.7%
% of All Funds
11.8%
Holding in Top 10
95
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.38%
% of All Funds
1.47%
New
190
Increased
354
Reduced
143
Closed
47
Calls
$2.94M
Puts
$421K
Net Calls
+$2.52M
Net Calls Change
+$558K
Name Holding Trade Value Shares
Change
Shares
Change %
BOC
226
Bull Oak Capital
California
$4.47M +$4.47M +142,262 New
AWM
227
Adams Wealth Management
Utah
$4.45M +$112K +3,562 +3%
TW
228
TrinityPoint Wealth
Connecticut
$4.43M +$42K +1,336 +1%
VFM
229
Vivid Financial Management
California
$4.42M +$1.96M +62,236 +79%
VAS
230
Valicenti Advisory Services
New York
$4.4M -$325K -10,334 -7%
HNW
231
High Note Wealth
Minnesota
$4.39M +$643K +20,412 +17%
ARIS
232
Advanced Research Investment Solutions
California
$4.29M +$1.1M +34,932 +34%
AI
233
Atria Investments
North Carolina
$4.26M +$2.16M +68,630 +102%
GA
234
Gateway Advisory
New Jersey
$4.24M +$3.9K +124 +0.1%
PCIA
235
Prime Capital Investment Advisors
Kansas
$4.22M +$796K +25,322 +23%
T
236
TCWP
Ohio
$4.18M +$4.18M +132,978 New
Renaissance Technologies
237
Renaissance Technologies
New York
$4.17M -$5.45M -173,462 -57%
EI
238
Ellevest Inc
New York
$4.16M +$159K +5,060 +4%
PWM
239
Peterson Wealth Management
Nevada
$4.16M +$4.16M +132,408 New
CNBTD
240
Citizens National Bank Trust Department
Mississippi
$4.16M +$777K +24,698 +23%
AOWM
241
Alpha Omega Wealth Management
Virginia
$4.14M +$70.9K +2,302 +2%
USCWA
242
U.S. Capital Wealth Advisors
Texas
$4.1M +$755K +24,008 +23%
T
243
TNF
Montana
$4.07M +$145K +4,726 +4%
RF
244
RHS Financial
California
$3.93M +$468K +14,894 +14%
RC
245
Roundview Capital
New Jersey
$3.8M +$86.3K +2,746 +2%
AFP
246
Ausdal Financial Partners
Iowa
$3.76M +$915K +29,094 +32%
PC
247
Prairiewood Capital
North Dakota
$3.75M -$271K -8,626 -7%
MSFS
248
Main Street Financial Solutions
Pennsylvania
$3.74M -$21.9K -696 -0.6%
CIM
249
Cambria Investment Management
California
$3.73M -$75.5K -2,402 -2%
DAS
250
Dynamic Advisor Solutions
Arizona
$3.72M +$299K +9,502 +9%