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Schwab US TIPS ETF

696 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 196 increasing their positions, 320 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.23%
Holding in Top 10
62
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.46%
% of All Funds
1%
New
110
Increased
196
Reduced
320
Closed
100
Calls
$16.7M
Puts
$508K
Net Calls
+$16.2M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
151
NEIRG Wealth Management
Massachusetts
$4.66M +$4.66M +180,000 New
Mariner
152
Mariner
Kansas
$4.65M -$102K -3,936 -2%
AA
153
ALPS Advisors
Colorado
$4.61M +$106K +4,100 +2%
WTA
154
Washington Trust Advisors
Massachusetts
$4.57M -$332K -12,828 -7%
SWA
155
Stratos Wealth Advisors
Ohio
$4.37M +$4M +154,570 +1,086%
SFS
156
Solitude Financial Services
Virginia
$4.26M +$668K +25,806 +19%
MWA
157
Moser Wealth Advisors
Washington
$4.18M -$34.2K -1,320 -0.8%
PC
158
Prairiewood Capital
North Dakota
$4.06M +$412K +15,922 +11%
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$3.97M -$117K -4,504 -3%
R
160
Rebalance
California
$3.95M +$3.95M +152,604 New
CAN
161
Cetera Advisor Networks
California
$3.88M -$2.35M -90,566 -38%
PCM
162
Passive Capital Management
Maryland
$3.86M -$523K -20,178 -12%
BPA
163
Beacon Pointe Advisors
California
$3.8M -$1.34M -51,788 -26%
FCM
164
Fortis Capital Management
Washington
$3.8M +$561K +21,650 +17%
EI
165
Ellevest Inc
New York
$3.78M -$243K -9,398 -6%
MAM
166
McLean Asset Management
Virginia
$3.67M +$2.92M +112,664 +385%
AFS
167
Annapolis Financial Services
Maryland
$3.64M +$538K +20,764 +17%
AWA
168
Aletheian Wealth Advisors
Washington
$3.6M +$601K +23,200 +20%
Truist Financial
169
Truist Financial
North Carolina
$3.57M -$915K -35,324 -20%
VCM
170
Virtue Capital Management
Tennessee
$3.57M +$2.27M +87,664 +175%
CWM
171
Curi Wealth Management
North Carolina
$3.55M -$211K -8,144 -6%
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$3.47M -$1.62M -62,686 -32%
ATWA
173
Arbor Trust Wealth Advisors
Michigan
$3.46M -$528K -20,390 -13%
JPLA
174
Joseph P. Lucia & Associates
New York
$3.45M -$386K -14,918 -10%
GWP
175
Gateway Wealth Partners
Wisconsin
$3.43M +$3.43M +132,336 New