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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 %
VFA
376
Values First Advisors
Tennessee
$1.28M +$216K +6,860 +20%
APA
377
American Portfolios Advisors
New York
$1.26M +$212K +6,742 +20%
Koshinski Asset Management
378
Koshinski Asset Management
Illinois
$1.26M +$169K +5,372 +15%
OPS
379
Orion Portfolio Solutions
Nebraska
$1.24M +$1.24M +39,566 New
PS
380
Portfolio Solutions
Michigan
$1.24M -$45.7K -1,452 -4%
OBWG
381
Onyx Bridge Wealth Group
New York
$1.23M +$93.4K +2,996 +8%
SWM
382
SigFig Wealth Management
California
$1.22M +$32.8K +1,022 +3%
KJWM
383
Kiley Juergens Wealth Management
Washington
$1.2M +$419K +13,322 +53%
LFA
384
Laraway Financial Advisors
Minnesota
$1.2M +$1.2M +38,160 New
BJL
385
Brighton Jones LLC
Washington
$1.2M +$62.3K +1,980 +5%
SAM
386
SignalPoint Asset Management
Missouri
$1.19M +$146K +4,632 +14%
AWA
387
Arete Wealth Advisors
Illinois
$1.18M +$1.18M +37,674 New
NRI
388
NFP Retirement Inc
California
$1.12M +$1.12M +35,752 New
BMCM
389
Burns Matteson Capital Management
New York
$1.11M -$27.2K -864 -2%
PRS
390
Pinkerton Retirement Specialists
Idaho
$1.11M +$357K +11,364 +48%
ABC
391
Associated Banc-Corp
Wisconsin
$1.11M +$410K +13,022 +59%
FHA
392
Flagship Harbor Advisors
Massachusetts
$1.11M -$160K -5,088 -13%
CFP
393
Curran Financial Partners
South Carolina
$1.11M +$1.11M +35,156 New
CAC
394
Certified Advisory Corp
Florida
$1.09M -$241K -7,676 -18%
WHC
395
Wulff, Hansen & Co
California
$1.06M +$1.06M +33,560 New
MLM
396
Mount Lucas Management
Pennsylvania
$1.05M -$19.2K -610 -2%
PB
397
Pinnacle Bancorp
Nebraska
$1.04M +$121K +3,838 +13%
PHIC
398
Pine Haven Investment Counsel
Massachusetts
$1.04M +$1.04M +33,150 New
CF
399
Centaurus Financial
California
$1.04M -$1.32M -41,846 -56%
CC
400
Copperleaf Capital
North Carolina
$1.03M +$186K +5,914 +22%