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Schwab US TIPS ETF

316 hedge funds and large institutions have $5.2B invested in Schwab US TIPS ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 147 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 84

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $4.61B → $5.2B (+$587M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

1.91% more ownership

Funds ownership: 158.44%160.35% (+1.9%)

0% less funds holding

Funds holding: 317316 (-1)

Holders
316
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
6.86%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.48%
New
30
Increased
147
Reduced
84
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
ALPS Advisors
Colorado
$2.92M +$28.2K +1,018 +1%
ML
77
McAdam LLC
Pennsylvania
$2.86M +$266K +9,604 +10%
AA
78
Alesco Advisors
New York
$2.79M +$32.2K +1,164 +1%
JPLA
79
Joseph P. Lucia & Associates
New York
$2.74M -$142M -5,134,528 -98%
CFMC
80
Curbstone Financial Management Corp
New Hampshire
$2.7M +$372K +13,440 +16%
WLIM
81
White Lighthouse Investment Management
Massachusetts
$2.62M -$5.81K -210 -0.2%
RBA
82
Richard Bernstein Advisors
New York
$2.55M +$1.16M +41,746 +86%
FAM
83
Foothills Asset Management
Arizona
$2.53M -$72.4K -2,614 -3%
CIM
84
Cambria Investment Management
California
$2.52M +$35.9K +1,298 +1%
FFN
85
Focus Financial Network
Minnesota
$2.51M -$36.6K -1,322 -1%
TFA
86
Transamerica Financial Advisors
Florida
$2.5M +$2.46M +88,884 New
MOS
87
MGO One Seven
Ohio
$2.45M +$1.2M +43,320 +99%
W
88
WealthStone
Ohio
$2.39M
MNBTD
89
Moody National Bank Trust Division
Texas
$2.38M
SPIA
90
Steward Partners Investment Advisory
New York
$2.31M +$426K +15,374 +23%
AAP
91
Arax Advisory Partners
Colorado
$2.16M +$2.12M +76,724 New
FA
92
FC Advisory
Pennsylvania
$2.14M +$1.55K +56 +0.1%
FHB
93
First Hawaiian Bank
Hawaii
$2.05M +$904K +32,656 +81%
LWS
94
Lucia Wealth Services
California
$2.04M -$4.66M -168,486 -70%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$2.02M -$170K -6,124 -8%
BlackRock
96
BlackRock
New York
$2.01M +$534K +19,298 +37%
RC
97
Roundview Capital
New Jersey
$1.95M +$111K +3,992 +6%
SC
98
Slow Capital
California
$1.92M +$272K +9,842 +17%
Creative Planning
99
Creative Planning
Kansas
$1.9M +$825K +29,810 +79%
BTW
100
Boston Trust Walden
Massachusetts
$1.86M +$94.1K +3,400 +5%