Schwab Fundamental US Small Company Index ETF
FNDA
178 hedge funds and large institutions have $3.11B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 17 closing their positions.
182% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 17
53% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 40
18% more funds holding
Funds holding: 151 → 178 (+27)
14% more capital invested
Capital invested by funds: $2.73B → $3.11B (+$381M)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
3.31% more ownership
Funds ownership: 157.4% → 160.72% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$144M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$8.82M |
| 3 |
CGL
Clarius Group LLC
Seattle,
Washington
|
+$6.97M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.84M |
| 5 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Opes Wealth Management
Menlo Park,
California
|
-$1.39M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.2M |
| 3 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$897K |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$796K |
| 5 |
Goldman Sachs
New York
|
-$781K |
FNDA Hedge Fund Activity: Q4 2019 in Review
178 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q4 2019, worth a combined $3.11B — up 14% from $2.73B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new FNDA positions and 17 closed out — a net gain of 31 holders — while 61 added to existing stakes and 40 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $144M. The largest seller was Opes Wealth Management, cutting an estimated $1.39M.
- 178 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q4 2019, up from 151 in Q3 2019.
- Funds reported $3.11B of Schwab Fundamental US Small Company Index ETF stock for Q4 2019, up 14% quarter-over-quarter.
- 48 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q4 2019 and 17 closed out, a net change of +31 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $144M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q4 2019 was Opes Wealth Management, an estimated $1.39M sold.
Based on aggregated 13F filings for Q4 2019.