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Schwab US TIPS ETF

750 hedge funds and large institutions have $14.7B invested in Schwab US TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 312 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-14
Holders Change %
-1.83%
% of All Funds
11.87%
Holding in Top 10
80
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.79%
% of All Funds
1.27%
New
99
Increased
312
Reduced
258
Closed
103
Calls
$6.02M
Puts
$1.91M
Net Calls
+$4.11M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
226
Cambria Investment Management
California
$3.67M +$71.2K +2,346 +2%
AF
227
Advisornet Financial
Minnesota
$3.66M -$1.04M -34,180 -22%
T
228
TCWP
Ohio
$3.56M -$472K -15,560 -12%
DAS
229
Dynamic Advisor Solutions
Arizona
$3.54M -$50.6K -1,666 -1%
MOS
230
MGO One Seven
Ohio
$3.53M +$485K +15,972 +16%
CPFP
231
Clear Perspectives Financial Planning
Ohio
$3.5M -$13.9M -458,666 -80%
FNC
232
First National Corp
Massachusetts
$3.48M +$424K +13,956 +14%
MAG
233
Members Advisory Group
New York
$3.44M -$1.64M -54,062 -32%
RSVP
234
Ramsay Stattman Vela & Price
Colorado
$3.42M +$539K +17,760 +19%
BRWA
235
B. Riley Wealth Advisors
Florida
$3.41M -$2.37M -78,160 -41%
JWCA
236
J.W. Cole Advisors
Florida
$3.4M +$1.97M +64,860 +138%
N
237
Natixis
France
$3.34M +$321K +10,566 +11%
FBB
238
Fulton Breakefield Broenniman
Maryland
$3.32M +$11.3K +372 +0.3%
NRI
239
NFP Retirement Inc
California
$3.31M +$2.23M +73,310 +205%
William Blair & Company
240
William Blair & Company
Illinois
$3.24M -$3.23M -106,352 -50%
VT
241
Vise Technologies
New York
$3.2M +$3.2M +105,384 New
CWA
242
Clearview Wealth Advisors
Oregon
$3.18M -$1.36M -44,788 -30%
HHRDM
243
H&H Retirement Design & Management
Nevada
$3.17M -$118K -3,962 -4%
CFO
244
CVA Family Office
Colorado
$3.15M +$564K +18,592 +22%
MSFS
245
Main Street Financial Solutions
Pennsylvania
$3.14M -$461K -15,196 -13%
MNBTD
246
Moody National Bank Trust Division
Texas
$3.14M
FCM
247
Fortis Capital Management
Washington
$3.14M +$631K +20,806 +25%
SI
248
Stephens Inc
Arkansas
$3.13M +$65.4K +2,156 +2%
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$3.12M -$6.78M -223,446 -69%
APW
250
Austin Private Wealth
Texas
$3.08M -$2.11M -69,460 -41%