Schwab Fundamental US Small Company Index ETF
FNDA
444 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.
150% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 32
22% more funds holding in top 10
Funds holding in top 10: 18 → 22 (+4)
18% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 126
10% more funds holding
Funds holding: 402 → 444 (+42)
4% more capital invested
Capital invested by funds: $7.21B → $7.5B (+$288M)
79.98% less ownership
Funds ownership: 159.02% → 79.03% (-80%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$51.2M |
| 2 |
Cerity Partners
New York
|
+$20.1M |
| 3 |
AI
Accredited Investors
Edina,
Minnesota
|
+$3.27M |
| 4 |
IIC
Ironwood Investment Counsel
Scottsdale,
Arizona
|
+$3.08M |
| 5 |
PC
Prairiewood Capital
Fargo,
North Dakota
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$19.7M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
-$8.9M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$5.22M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.04M |
| 5 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$3.77M |
FNDA Hedge Fund Activity: Q4 2024 in Review
444 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q4 2024, worth a combined $7.5B — up 4% from $7.21B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new FNDA positions and 32 closed out — a net gain of 48 holders — while 149 added to existing stakes and 126 trimmed.
The largest buyer was Charles Schwab, adding an estimated $51.2M. The largest seller was Sanctuary Advisors, cutting an estimated $19.7M.
- 444 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q4 2024, up from 402 in Q3 2024.
- Funds reported $7.5B of Schwab Fundamental US Small Company Index ETF stock for Q4 2024, up 4% quarter-over-quarter.
- 80 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q4 2024 and 32 closed out, a net change of +48 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q4 2024 was Charles Schwab, an estimated $51.2M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q4 2024 was Sanctuary Advisors, an estimated $19.7M sold.
Based on aggregated 13F filings for Q4 2024.