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Schwab US TIPS ETF

750 hedge funds and large institutions have $14.7B invested in Schwab US TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 312 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-14
Holders Change %
-1.83%
% of All Funds
11.87%
Holding in Top 10
80
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.79%
% of All Funds
1.27%
New
99
Increased
312
Reduced
258
Closed
103
Calls
$6.02M
Puts
$1.91M
Net Calls
+$4.11M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
SGAM
51
Stephens Group Asset Management
Arkansas
$26.5M +$262K +8,644 +1%
CA
52
CoreCap Advisors
Michigan
$26.3M +$7.37M +242,838 +39%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$26.2M +$3.39M +111,630 +15%
GC
54
Gilbert & Cook
Iowa
$26.1M +$1.03M +33,832 +4%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$25.4M +$2.54M +83,548 +11%
SA
56
Scarborough Advisors
Maryland
$24.2M +$20.8M +685,106 +607%
AIP
57
Almanack Investment Partners
Pennsylvania
$23.2M +$10.3M +337,906 +80%
PFA
58
Pure Financial Advisors
California
$22.9M +$390K +12,844 +2%
Stifel Financial
59
Stifel Financial
Missouri
$22.7M -$47.6M -1,568,574 -68%
AWM
60
AE Wealth Management
Kansas
$22.3M -$35.8M -1,178,246 -62%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$21.9M -$241K -7,952 -1%
SFG
62
Sage Financial Group
Pennsylvania
$21.8M -$912K -30,034 -4%
CCFCSB
63
Cape Cod Five Cents Savings Bank
Massachusetts
$21.8M +$448K +14,758 +2%
CWA
64
Carolina Wealth Advisors
South Carolina
$21.5M +$742K +24,436 +4%
RJA
65
Raymond James & Associates
Florida
$20.8M +$2.61M +85,962 +14%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$20.5M -$55M -1,812,560 -73%
MML Investors Services
67
MML Investors Services
Massachusetts
$20.4M +$459K +15,114 +2%
SWM
68
SeaCrest Wealth Management
New York
$20.1M +$966K +31,808 +5%
CFD
69
Creative Financial Designs
Indiana
$20M +$3.69M +121,438 +23%
Financial Engines Advisors
70
Financial Engines Advisors
California
$19.7M -$341K -11,248 -2%
FM
71
Foster & Motley
Ohio
$18.9M +$55.9K +1,840 +0.3%
AFA
72
American Financial Advisors
Georgia
$18.8M -$108K -3,548 -0.6%
EF
73
Empowered Funds
Pennsylvania
$18.7M +$18.7M +617,840 New
ML
74
McAdam LLC
Pennsylvania
$17.9M +$432K +14,242 +2%
MFGP
75
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.7M +$244K +8,030 +1%