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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 %
EWM
251
Empirical Wealth Management
Washington
$3.03M +$433K +14,274 +17%
SG
252
StoneX Group
New York
$3.01M +$3.01M +99,154 New
VCM
253
Virtue Capital Management
Tennessee
$2.98M -$69K -2,272 -2%
CWM
254
Congress Wealth Management
Massachusetts
$2.94M -$580K -19,100 -16%
BWM
255
BCGM Wealth Management
Indiana
$2.92M -$2.52M -85,248 -46%
FAM
256
Formidable Asset Management
Ohio
$2.88M -$3.22K -106 -0.1%
OC
257
Oarsman Capital
Wisconsin
$2.75M +$2.75M +90,420 New
BIP
258
Blueprint Investment Partners
North Carolina
$2.74M +$75.7K +2,492 +3%
WLIM
259
White Lighthouse Investment Management
Massachusetts
$2.72M -$103K -3,408 -4%
QAM
260
Q3 Asset Management
Michigan
$2.67M +$389K +12,812 +17%
PCIA
261
Prime Capital Investment Advisors
Kansas
$2.66M -$1.56M -49,664 -37%
HC
262
Hamilton Capital
Ohio
$2.66M -$565K -18,608 -18%
AAS
263
Avantax Advisory Services
Texas
$2.64M -$102K -3,364 -4%
BSB
264
Bangor Savings Bank
Maine
$2.62M +$3.1K +102 +0.1%
BCM
265
Beaumont Capital Management
Massachusetts
$2.59M -$59.5K -1,960 -2%
CB
266
Commerce Bank
Missouri
$2.56M -$567K -18,692 -18%
HCM
267
Hengehold Capital Management
Ohio
$2.55M +$296K +9,762 +13%
PS
268
Portfolio Solutions
Michigan
$2.54M +$1.35M +44,506 +113%
CAM
269
Covenant Asset Management
New Jersey
$2.52M +$148K +4,884 +6%
SW
270
Simplicity Wealth
New Jersey
$2.49M -$2.82M -92,866 -53%
PWM
271
Peterson Wealth Management
Nevada
$2.46M -$1.56M -51,406 -39%
Kovitz Investment Group Partners
272
Kovitz Investment Group Partners
Illinois
$2.43M -$3.15M -103,612 -56%
FPCP
273
Fort Point Capital Partners
California
$2.4M +$2.02M +66,418 +521%
BAM
274
Belpointe Asset Management
Nevada
$2.31M -$2.21M -72,818 -49%
KWM
275
Kingsview Wealth Management
Oregon
$2.3M -$1.12M -36,800 -33%