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Schwab US TIPS ETF

633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+45
Holders Change %
+7.65%
% of All Funds
11.12%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.3%
New
85
Increased
325
Reduced
135
Closed
29
Calls
$2.61M
Puts
$645K
Net Calls
+$1.96M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HC
201
Hamilton Capital
Ohio
$3.46M -$72.7K -2,324 -2%
RF
202
RHS Financial
California
$3.45M -$768K -24,558 -18%
PCIA
203
Prime Capital Investment Advisors
Kansas
$3.41M +$696K +22,232 +26%
DAS
204
Dynamic Advisor Solutions
Arizona
$3.4M +$1.16M +36,982 +52%
CNBTD
205
Citizens National Bank Trust Department
Mississippi
$3.37M +$3.04M +97,152 +922%
WCM
206
Washburn Capital Management
Florida
$3.36M +$3.36M +107,362 New
CAN
207
Cetera Advisor Networks
California
$3.34M +$540K +17,254 +19%
USCWA
208
U.S. Capital Wealth Advisors
Texas
$3.33M +$3.33M +106,508 New
Mariner
209
Mariner
Kansas
$3.29M +$1.16M +37,118 +54%
BRWA
210
B. Riley Wealth Advisors
Florida
$3.28M -$751 -24 -0%
MOS
211
MGO One Seven
Ohio
$3.26M -$23.5K -746 -0.7%
MNBTD
212
Moody National Bank Trust Division
Texas
$3.24M
N
213
Natixis
France
$3.23M +$3.23M +103,104 New
SWA
214
Stratos Wealth Advisors
Ohio
$3.21M +$1.13M +36,224 +55%
Millennium Management
215
Millennium Management
New York
$3.19M -$1.09M -34,900 -25%
ARIS
216
Advanced Research Investment Solutions
California
$3.18M +$955K +30,520 +43%
ASN
217
Advisory Services Network
Georgia
$3.18M +$1.51M +48,408 +91%
KWM
218
Kingsview Wealth Management
Oregon
$3.1M +$611K +19,530 +25%
DI
219
DAGCO Inc
Ohio
$3.1M -$78.3K -2,502 -2%
SPC
220
Sigma Planning Corp
Michigan
$3.09M +$849K +27,130 +38%
GWMIA
221
Global Wealth Management Investment Advisory
Florida
$3.07M +$397K +12,684 +15%
FAM
222
Formidable Asset Management
Ohio
$3.06M -$2.23M -71,328 -42%
PFM
223
Parsec Financial Management
North Carolina
$2.94M +$648K +20,272 +28%
SI
224
Stephens Inc
Arkansas
$2.93M +$2.2M +70,380 +305%
WLIM
225
White Lighthouse Investment Management
Massachusetts
$2.91M -$89K -2,846 -3%