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Schwab US TIPS ETF

254 hedge funds and large institutions have $1.8B invested in Schwab US TIPS ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+10
Holders Change %
+4.1%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.37%
New
35
Increased
119
Reduced
65
Closed
23
Calls
$247K
Puts
Net Calls
+$247K
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Shares
Change %
Wolverine Trading
151
Wolverine Trading
Illinois
$405K +$405K +14,744 New
JC
152
Jentner Corp
Ohio
$391K -$4.45K -162 -1%
CA
153
Cambridge Advisors
Nebraska
$390K +$135K +4,914 +53%
WIC
154
Whitegate Investment Counselors
New Hampshire
$385K +$79.4K +2,896 +26%
LJAC
155
L.J. Altfest & Co
New York
$369K +$369K +13,446 New
CW
156
CreativeOne Wealth
Kansas
$352K +$352K +12,844 New
FANJ
157
Financial Architects (New Jersey)
New Jersey
$351K -$8.94K -326 -2%
Bessemer Group
158
Bessemer Group
New Jersey
$345K +$197K +7,194 +133%
RVPG
159
Relative Value Partners Group
$342K +$342K +12,462 New
3AM
160
3D Asset Management
Connecticut
$337K -$48K -1,746 -12%
KA
161
Kovack Advisors
Florida
$334K +$334K +12,190 New
VCM
162
Vigilant Capital Management
Maine
$331K -$7.58M -275,954 -96%
AL
163
Aspiriant LLC
California
$325K +$325K +11,850 New
1CM
164
1492 Capital Management
Wisconsin
$323K
BRWA
165
B. Riley Wealth Advisors
Florida
$306K +$34.6K +1,258 +13%
AWE
166
Avidian Wealth Enterprises
Texas
$304K -$259K -9,440 -46%
NFG
167
Next Financial Group
Texas
$301K +$301K +10,960 New
CRWM
168
Castle Rock Wealth Management
California
$299K +$73.7K +2,688 +33%
RPA
169
Rock Point Advisors
Vermont
$298K -$2.74K -100 -0.9%
BJL
170
Brighton Jones LLC
Washington
$294K -$10.5K -384 -3%
CAN
171
Cetera Advisor Networks
California
$292K +$69K +2,516 +31%
BSW
172
Buckingham Strategic Wealth
Missouri
$287K -$22K -804 -7%
SWM
173
Stockman Wealth Management
Montana
$285K -$5.48K -200 -2%
SGCA
174
Steel Grove Capital Advisors
Tennessee
$271K
CFD
175
Creative Financial Designs
Indiana
$267K -$109K -3,978 -29%