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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 %
CCG
451
Capital CS Group
California
$690K +$690K +21,938 New
CAPTRUST Financial Advisors
452
CAPTRUST Financial Advisors
North Carolina
$686K +$221K +7,038 +48%
SC
453
Shearwater Capital
Colorado
$682K +$682K +880 New
Prudential Financial
454
Prudential Financial
New Jersey
$681K -$40.1M -1,272,128 -98%
WIA
455
World Investment Advisors
California
$681K +$479K +15,998 +237%
WFC
456
Western Financial Corp
California
$671K +$304K +9,666 +83%
CNWM
457
Clay Northam Wealth Management
California
$671K +$671K +21,348 New
ZIG
458
Zullo Investment Group
Pennsylvania
$659K +$659K +20,952 New
DWP
459
Destiny Wealth Partners
Florida
$657K -$1.26K -40 -0.2%
TIM
460
Tortoise Investment Management
New York
$654K -$20.1K -640 -3%
IP
461
Intellectus Partners
California
$652K
SPI
462
Sutton Place Investors
New York
$647K +$647K +20,572 New
CPP
463
Capasso Planning Partners
South Carolina
$640K +$640K +20,366 New
LA
464
LexAurum Advisors
Kansas
$639K -$1.4M -44,596 -69%
CHA
465
Carmichael Hill & Associates
Maryland
$627K +$72.3K +2,298 +13%
CPA
466
Cardiff Park Advisors
California
$620K +$620K +19,708 New
WKWM
467
Walter & Keenan Wealth Management
Indiana
$611K -$1.89K -60 -0.3%
OCM
468
One Capital Management
California
$601K +$601K +19,120 New
SP
469
Successful Portfolios
Florida
$597K -$32.7K -1,040 -5%
SIA
470
Strategic Investment Advisors
Michigan
$596K -$33.3K -1,058 -5%
TCA
471
Transcend Capital Advisors
New Jersey
$596K -$18.2K -578 -3%
SIC
472
SJS Investment Consulting
Ohio
$594K +$594K +18,892 New
CWM
473
Cranbrook Wealth Management
Michigan
$585K +$2.14K +68 +0.4%
FAIM
474
Financial Advocates Investment Management
Washington
$570K -$23.8K -758 -4%
PCMC
475
Private Capital Management (Colorado)
Colorado
$562K +$66.4K +2,110 +13%