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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 %
RP
651
Rice Partnership
Hawaii
$79K
SL
652
Savior LLC
Massachusetts
$78K +$44.9K +1,418 +136%
HS
653
Horan Securities
United States
$75K +$75K +2,382 New
S
654
Surevest
California
$74K +$74K +2,342 New
EIP
655
Ellis Investment Partners
Pennsylvania
$71K +$1.32K +42 +2%
WC
656
Westwind Capital
New Mexico
$70K +$63.1K +2,002 +918%
AA
657
AlphaCentric Advisors
Puerto Rico
$69K -$29.2K -934 -30%
ADL
658
Asset Dedication LLC
California
$68K -$14K -444 -17%
LWA
659
Lenox Wealth Advisors
New York
$68K +$58.6K +1,874 +625%
CIAS
660
Capital Investment Advisory Services
North Carolina
$67K +$1.06K +34 +2%
FA
661
Faithward Advisors
Pennsylvania
$65K
SBL
662
Sargent Bickham Lagudis
Colorado
$62K
AFG
663
Albion Financial Group
Utah
$62K +$62K +1,988 New
MA
664
MUFG Americas
New York
$58K
OHWP
665
Oak Harbor Wealth Partners
North Carolina
$57K +$57K +1,828 New
MAM
666
Meeder Asset Management
Ohio
$56K -$92K -2,952 -62%
FA
667
Fortis Advisors
Pennsylvania
$55K +$35.1K +1,118 +176%
GLLW
668
Graves Light Lenhart Wealth
Virginia
$55K +$55K +1,752 New
DHGWA
669
Dixon Hughes Goodman Wealth Advisors
North Carolina
$55K +$55K +1,756 New
SAM
670
S.A. Mason
Michigan
$52K +$52K +1,640 New
BBPWM
671
Blue Bell Private Wealth Management
Pennsylvania
$50K -$4.44K -140 -8%
SQA
672
Simon Quick Advisors
New Jersey
$50K
CCP
673
Clarkston Capital Partners
Michigan
$44K
FMII
674
Farmers & Merchants Investments Inc
Nebraska
$44K +$44K +1,390 New
BW
675
Bison Wealth
Georgia
$43K -$27K -856 -39%