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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 %
CFGS
626
Concourse Financial Group Securities
Alabama
$196K +$166K +5,268 +545%
IAS
627
IMA Advisory Services
Colorado
$194K -$12.6K -400 -6%
CAAS
628
Capital Asset Advisory Services
Michigan
$170K +$159K +5,062 +1,414%
Bank of Montreal
629
Bank of Montreal
Ontario, Canada
$169K -$33.3K -1,056 -16%
QCG
630
Quadrant Capital Group
Ohio
$150K +$150K +4,764 New
FWP
631
FAS Wealth Partners
Kansas
$149K +$2.64K +84 +2%
VCM
632
Vigilant Capital Management
Maine
$138K -$6.28K -200 -4%
RK
633
Rather & Kittrell
Tennessee
$138K +$138K +4,384 New
CIM
634
Contravisory Investment Management
Massachusetts
$136K +$136K +4,338 New
BA
635
Ballast Advisors
Minnesota
$128K +$11.9K +378 +10%
PO
636
Private Ocean
California
$124K +$63 +2 +0.1%
AWM
637
Aspire Wealth Management
Massachusetts
$122K +$122K +3,868 New
SFM
638
Signet Financial Management
New Jersey
$120K +$120K +3,818 New
HR
639
Howe & Rusling
New York
$115K -$63.9K -2,030 -36%
MW
640
Milestone Wealth
New York
$103K +$103K +3,302 New
EVM
641
Eaton Vance Management
Massachusetts
$102K +$5.13K +162 +5%
RFA
642
Reilly Financial Advisors
California
$98K -$10.6K -338 -10%
FRA
643
Front Row Advisors
California
$96K +$6.28K +200 +7%
NSIM
644
North Star Investment Management
Illinois
$95K +$95K +3,012 New
FCT
645
First Community Trust
Iowa
$94.3K +$94.3K +3,000 New
GWM
646
Geneos Wealth Management
Colorado
$94K -$67.7K -2,170 -42%
Carson Wealth (CWM LLC)
647
Carson Wealth (CWM LLC)
Nebraska
$90K +$90K +2,850 New
IRC
648
Investors Research Corp
Georgia
$88K
EBA
649
Eagle Bay Advisors
New York
$80K
HI
650
Hudock Inc
Pennsylvania
$80K +$1K +32 +1%