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Schwab US TIPS ETF

244 hedge funds and large institutions have $1.5B invested in Schwab US TIPS ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 17

155% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 44

21% more funds holding

Funds holding: 201244 (+43)

21% more capital invested

Capital invested by funds: $1.24B → $1.5B (+$262M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6.33% more ownership

Funds ownership: 99.16%105.49% (+6.3%)

Holders
244
Holders Change
+43
Holders Change %
+21.39%
% of All Funds
5.53%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
60
Increased
112
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
51
Lutz Financial Services
Nebraska
$3.7M +$3.69M +133,378 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$3.65M +$1.94M +70,236 +114%
WAM
53
Wealthspire Advisors (Maryland)
Maryland
$3.45M +$303K +10,956 +10%
Truist Financial
54
Truist Financial
North Carolina
$3.44M +$481K +17,400 +16%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$3.39M +$3.38M +122,316 New
VOYA Investment Management
56
VOYA Investment Management
Georgia
$3.29M +$125K +4,514 +4%
SWM
57
SigFig Wealth Management
California
$3.22M +$513K +18,552 +19%
Ameriprise
58
Ameriprise
Minnesota
$3.22M -$240K -8,674 -7%
WLIM
59
White Lighthouse Investment Management
Massachusetts
$3.17M +$3.17M +114,510 New
MFP
60
Mosaic Financial Partners
California
$2.98M +$319K +11,534 +12%
KC
61
Kingfisher Capital
North Carolina
$2.94M +$15.1K +546 +0.5%
SFPM
62
Sensible Financial Planning & Management
Massachusetts
$2.84M -$321K -11,590 -10%
DSC
63
Duncker Streett & Co
Missouri
$2.65M +$2.65M +95,664 New
VF
64
Virtu Financial
New York
$2.56M +$544K +19,674 +27%
NCM
65
Northwest Capital Management
Oregon
$2.46M +$2.45M +88,688 New
SA
66
Strategic Advisors
New York
$2.4M +$317K +11,466 +15%
NCMW
67
Northern Capital Management (Wisconsin)
Wisconsin
$2.38M +$1.65M +59,530 +226%
MML Investors Services
68
MML Investors Services
Massachusetts
$2.28M +$435K +15,712 +24%
ACM
69
AlphaStar Capital Management
North Carolina
$2.24M +$295K +10,672 +16%
FA
70
FC Advisory
Pennsylvania
$1.95M -$53.8K -1,946 -3%
AA
71
Alesco Advisors
New York
$1.92M +$256K +9,268 +15%
WPA
72
West Paces Advisors
Georgia
$1.91M +$1.84M +66,370 +2,694%
AA
73
Advisory Alpha
Michigan
$1.9M +$1.76M +63,772 +1,117%
M&T Bank
74
M&T Bank
New York
$1.87M -$8.05M -291,170 -81%
PAG
75
Private Advisor Group
New Jersey
$1.84M -$2.06M -74,348 -53%