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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 %
Cerity Partners
151
Cerity Partners
New York
$7.27M -$268K -8,830 -4%
FA
152
Fagan Associates
New York
$7.2M +$195K +6,422 +3%
TM
153
Titan Managers
Arizona
$7.17M +$868K +28,586 +14%
OWA
154
Octavia Wealth Advisors
Ohio
$7.11M +$128K +4,232 +2%
Truist Financial
155
Truist Financial
North Carolina
$7.09M -$605K -19,928 -8%
ACP
156
Aviance Capital Partners
Florida
$7.06M +$96.1K +3,166 +1%
WAM
157
Worth Asset Management
Texas
$6.86M +$6.86M +237,590 New
ARIS
158
Advanced Research Investment Solutions
California
$6.62M +$2.47M +81,526 +60%
CAN
159
Cetera Advisor Networks
California
$6.59M +$2.07M +68,172 +46%
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$6.44M +$3.3M +108,690 +105%
SPIA
161
Steward Partners Investment Advisory
New York
$6.41M +$2.03M +66,778 +46%
JWM
162
Jeppson Wealth Management
California
$6.24M -$7.09M -233,466 -53%
WTA
163
Washington Trust Advisors
Massachusetts
$6.23M +$1.61M +53,110 +35%
IFS
164
Ifrah Financial Services
Arkansas
$6.22M +$56K +1,846 +0.9%
USCWA
165
U.S. Capital Wealth Advisors
Texas
$5.99M +$2.03M +66,794 +51%
BCMLT
166
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.87M +$5.87M +193,472 New
Mariner
167
Mariner
Kansas
$5.87M -$15.9M -524,006 -73%
HighTower Advisors
168
HighTower Advisors
Illinois
$5.84M +$495K +16,334 +9%
MA
169
Mutual Advisors
Nebraska
$5.84M -$119K -3,924 -2%
HFS
170
Horizon Financial Services
North Carolina
$5.79M -$2.29M -75,440 -28%
RCA
171
Resonant Capital Advisors
Wisconsin
$5.79M +$493K +16,320 +9%
WFA
172
Wipfli Financial Advisors
Wisconsin
$5.72M +$5.72M +188,462 New
TC
173
Toews Corporation
New Jersey
$5.7M -$8.35M -275,072 -59%
KAS
174
Kestra Advisory Services
Texas
$5.68M +$1.22M +40,134 +27%
SFA
175
Souders Financial Advisors
Ohio
$5.65M +$234K +7,702 +4%