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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 %
WT
126
Washington Trust
Rhode Island
$9.97M +$122K +4,024 +1%
ACG
127
Allen Capital Group
Nebraska
$9.84M -$164K -5,396 -2%
WCWM
128
Willow Creek Wealth Management
California
$9.8M +$2.05M +67,594 +26%
HA
129
HC Advisors
Georgia
$9.69M +$4.35M +143,320 +81%
AHSSHC
130
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.61M -$376K -12,400 -4%
FVWA
131
Foster Victor Wealth Advisors
South Carolina
$9.57M +$1.27M +42,840 +15%
ACM
132
AlphaStar Capital Management
North Carolina
$9.5M -$4.12M -135,632 -30%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$9.48M +$7.48M +246,274 +373%
APW
134
Aurora Private Wealth
New Jersey
$9.2M +$3.69M +121,582 +67%
SIAG
135
Signet Investment Advisory Group
Rhode Island
$8.82M -$28.1K -926 -0.3%
SFS
136
Solitude Financial Services
Virginia
$8.8M +$576K +18,988 +7%
WAM
137
WFA Asset Management
Wisconsin
$8.73M -$3.01M -99,034 -26%
LTL
138
Lowery Thomas LLC
California
$8.52M -$4.58M -150,974 -35%
FA
139
FDx Advisors
Illinois
$8.27M -$474K -15,630 -5%
CFMC
140
Curbstone Financial Management Corp
New Hampshire
$8.14M +$833K +27,440 +11%
FA
141
FC Advisory
Pennsylvania
$8.03M -$31.9K -1,050 -0.4%
VA
142
Valmark Advisers
Ohio
$7.98M +$404K +13,298 +5%
LCC
143
Lincoln Capital Corp
Rhode Island
$7.96M +$238K +7,844 +3%
MWM
144
Merriman Wealth Management
Washington
$7.89M +$131K +4,320 +2%
AFA
145
AllGen Financial Advisors
Florida
$7.89M -$4.82M -158,708 -38%
CCWA
146
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.64M +$7.64M +251,686 New
WMS
147
Wealth Management Solutions
Pennsylvania
$7.56M +$7.56M +249,162 New
Baird Financial Group
148
Baird Financial Group
Wisconsin
$7.55M -$7.93M -261,146 -51%
HGWM
149
Horst & Graben Wealth Management
Oregon
$7.44M -$3.93M -129,558 -35%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$7.44M -$376K -12,394 -5%