Schwab Fundamental US Small Company Index ETF
FNDA
FNDA
443 hedge funds and large institutions have $7.5B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 149 increasing their positions, 126 reducing their positions, and 32 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
4% more capital invested
Capital invested by funds: $7.21B → $7.5B (+$288M)
79.98% less ownership
Funds ownership: 159.02% → 79.03% (-80%)
Holders
443
Holding in Top 10
22
Calls
–
Puts
–
Top Buyers
| 1 | +$51.2M | |
| 2 | +$20.1M | |
| 3 | +$3.27M | |
| 4 |
IIC
Ironwood Investment Counsel
Scottsdale,
Arizona
|
+$3.08M |
| 5 |
PC
Prairiewood Capital
Fargo,
North Dakota
|
+$2.48M |
Top Sellers
| 1 | -$19.7M | |
| 2 | -$8.9M | |
| 3 | -$5.22M | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.04M |
| 5 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$3.77M |