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Schwab US TIPS ETF

661 hedge funds and large institutions have $7.83B invested in Schwab US TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 176 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+47
Holders Change %
+7.65%
% of All Funds
9.69%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.72%
New
114
Increased
176
Reduced
298
Closed
63
Calls
$6.58M
Puts
$371K
Net Calls
+$6.21M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
DPIM
426
Duff & Phelps Investment Management
Illinois
$345K
ONB
427
Old National Bancorp
Indiana
$344K -$14.4K -550 -4%
ICG
428
InterOcean Capital Group
Tennessee
$341K -$6.06K -232 -2%
IAA
429
Independent Advisor Alliance
North Carolina
$339K +$2.25K +86 +0.7%
PA
430
Prism Advisors
California
$338K +$5.59K +214 +2%
FHA
431
Flagship Harbor Advisors
Massachusetts
$336K +$101K +3,860 +43%
MGIA
432
Moneta Group Investment Advisors
Missouri
$335K -$4.65K -178 -1%
TPCW
433
TD Private Client Wealth
New York
$332K -$21.6K -828 -6%
AWM
434
Aprio Wealth Management
Georgia
$330K -$153K -5,846 -32%
GEA
435
Glen Eagle Advisors
New Jersey
$329K +$2.09K +80 +0.6%
RWI
436
Red Wave Investments
Pennsylvania
$324K -$42.6K -1,632 -12%
B
437
Bridgeworth
Alabama
$323K -$19.2K -736 -6%
PWMG
438
Pinnacle Wealth Management Group
Michigan
$313K
AC
439
Addison Capital
Pennsylvania
$310K -$6.58K -252 -2%
PFS
440
Prospera Financial Services
Texas
$309K -$55.7K -2,134 -15%
CW
441
Connectus Wealth
Ohio
$302K -$5.64K -216 -2%
SS
442
Sound Stewardship
Kansas
$292K -$2.92K -112 -1%
BMCM
443
Burns Matteson Capital Management
New York
$292K -$47.5K -1,820 -14%
CIA
444
Capital Investment Advisors
Georgia
$291K -$34.3K -1,314 -11%
GWM
445
Gray Wealth Management
Maine
$291K -$584K -22,380 -67%
CCG
446
Coastwise Capital Group
California
$291K -$38.5K -1,476 -12%
BC
447
Bakala Capital
South Carolina
$290K +$290K +11,122 New
MFG
448
MidWestOne Financial Group
Iowa
$289K +$289K +11,084 New
PFA
449
Petra Financial Advisors
Colorado
$289K +$261 +10 +0.1%
SFS
450
Strategic Financial Services
New York
$285K -$19.8M -760,342 -99%