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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
HCM
76
Horan Capital Management
Maryland
$1.83M +$38.9K +1,408 +2%
Morgan Stanley
77
Morgan Stanley
New York
$1.78M +$31.3K +1,130 +2%
EWM
78
Empirical Wealth Management
Washington
$1.72M -$64.6K -2,334 -4%
CIM
79
Cambria Investment Management
California
$1.64M +$1.64M +59,206 New
RJA
80
Raymond James & Associates
Florida
$1.63M +$1.62M +58,706 New
RC
81
Roundview Capital
New Jersey
$1.6M +$2.16K +78 +0.1%
TFA
82
Transamerica Financial Advisors
Florida
$1.59M -$69.3K -2,504 -4%
CA
83
Callahan Advisors
Texas
$1.5M +$23.8K +860 +2%
IAA
84
Ironsides Asset Advisors
North Carolina
$1.47M +$618K +22,350 +73%
LFA
85
Landmark Financial Advisors
Kentucky
$1.47M -$382K -13,824 -21%
PS
86
Portfolio Solutions
Michigan
$1.46M +$1.23M +44,636 +559%
AI
87
Atria Investments
North Carolina
$1.37M +$139K +5,026 +11%
FF
88
Friedenthal Financial
New Jersey
$1.31M +$53.3K +1,928 +4%
Invesco
89
Invesco
Georgia
$1.28M -$33.7K -1,218 -3%
TSW
90
Thompson Siegel & Walmsley
Virginia
$1.26M
RCG
91
Ruggie Capital Group
Florida
$1.11M -$774 -28 -0.1%
FAM
92
Foothills Asset Management
Arizona
$1.08M +$26.4K +956 +3%
VAS
93
Valicenti Advisory Services
New York
$1.04M +$131K +4,750 +14%
SA
94
SRH Advisors
Kansas
$1.04M +$81.6K +2,950 +8%
CWM
95
Cabot Wealth Management
Massachusetts
$1M -$11.1K -400 -1%
Stifel Financial
96
Stifel Financial
Missouri
$958K +$361K +13,036 +60%
AFP
97
Ausdal Financial Partners
Iowa
$935K +$120K +4,356 +15%
IA
98
IFP Advisors
Florida
$915K +$21.5K +776 +2%
CIA
99
Capital Investment Advisors
Georgia
$885K -$226K -8,176 -20%
VCP
100
Vista Capital Partners
Oregon
$883K -$38K -1,374 -4%