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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 %
TFP
201
Tilia Fiduciary Partners
North Carolina
$4.58M -$144K -4,754 -3%
AAP
202
Arax Advisory Partners
Colorado
$4.57M -$57.6K -1,896 -1%
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$4.55M +$111K +3,652 +2%
CNBTD
204
Citizens National Bank Trust Department
Mississippi
$4.54M +$630K +21,328 +16%
Thrivent Financial for Lutherans
205
Thrivent Financial for Lutherans
Minnesota
$4.53M +$4.53M +149,084 New
ATIA
206
American Trust Investment Advisors
New Hampshire
$4.45M -$40.7K -1,340 -0.9%
AWA
207
Aletheian Wealth Advisors
Washington
$4.41M +$3.5M +115,348 +384%
UCFA
208
United Capital Financial Advisors
Texas
$4.38M -$832K -27,398 -16%
PFM
209
Parsec Financial Management
North Carolina
$4.37M +$1.13M +37,156 +35%
TW
210
TrinityPoint Wealth
Connecticut
$4.34M +$64.6K +2,128 +2%
LAIC
211
Lederer & Associates Investment Counsel
California
$4.33M -$9.53K -314 -0.2%
AOWM
212
Alpha Omega Wealth Management
Virginia
$4.18M +$106K +3,476 +3%
SPC
213
Sigma Planning Corp
Michigan
$4.11M -$1.01M -33,300 -20%
EI
214
Ellevest Inc
New York
$4.11M +$76.4K +2,510 +2%
OWA
215
One Wealth Advisors
California
$4.05M -$1.98M -65,246 -33%
PC
216
Prairiewood Capital
North Dakota
$4.01M +$393K +12,960 +11%
ZF
217
Zhang Financial
Michigan
$3.97M +$1.31M +43,304 +49%
Prudential Financial
218
Prudential Financial
New Jersey
$3.96M +$3.3M +108,714 +503%
AWM
219
Adams Wealth Management
Utah
$3.86M -$436K -14,350 -10%
WCFA
220
Walkner Condon Financial Advisors
Wisconsin
$3.85M -$1.64M -54,084 -30%
AFP
221
Ausdal Financial Partners
Iowa
$3.85M +$221K +7,278 +6%
RF
222
RHS Financial
California
$3.8M +$4.01K +132 +0.1%
RC
223
Roundview Capital
New Jersey
$3.77M +$107K +3,536 +3%
SMG
224
Smart Money Group
Texas
$3.76M +$2.42M +79,806 +182%
ASN
225
Advisory Services Network
Georgia
$3.69M +$1.43M +46,966 +63%