Schwab Fundamental US Small Company Index ETF
FNDA
391 hedge funds and large institutions have $6.56B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 112 reducing their positions, and 35 closing their positions.
57% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 35
29% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 112
4% more funds holding
Funds holding: 375 → 391 (+16)
2% less capital invested
Capital invested by funds: $6.72B → $6.56B (-$160M)
3.98% less ownership
Funds ownership: 163.97% → 159.99% (-4%)
14% less funds holding in top 10
Funds holding in top 10: 22 → 19 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$5.39B |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
+$25.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$17.6M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$8.88M |
| 5 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$5.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$161M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$17.9M |
| 3 |
Morgan Stanley
New York
|
-$12.8M |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$9.57M |
| 5 |
Goldman Sachs
New York
|
-$1.67M |
FNDA Hedge Fund Activity: Q2 2024 in Review
391 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q2 2024, worth a combined $6.56B — down 2.4% from $6.72B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new FNDA positions and 35 closed out — a net gain of 20 holders — while 144 added to existing stakes and 112 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $5.39B. The largest seller was SageView Advisory Group, cutting an estimated $161M.
- 391 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q2 2024, up from 375 in Q1 2024.
- Funds reported $6.56B of Schwab Fundamental US Small Company Index ETF stock for Q2 2024, down 2.4% quarter-over-quarter.
- 55 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q2 2024 and 35 closed out, a net change of +20 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $5.39B added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q2 2024 was SageView Advisory Group, an estimated $161M sold.
Based on aggregated 13F filings for Q2 2024.