Schwab Fundamental US Small Company Index ETF
FNDA
160 hedge funds and large institutions have $2.34B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 17 closing their positions.
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
6% more capital invested
Capital invested by funds: $2.21B → $2.34B (+$123M)
4.23% more ownership
Funds ownership: 160.14% → 164.37% (+4.2%)
2% more funds holding
Funds holding: 157 → 160 (+3)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
25% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$19M |
| 2 |
CGL
Clarius Group LLC
Seattle,
Washington
|
+$2.76M |
| 3 |
YAL
Your Advocates Ltd
Houston,
Texas
|
+$2.36M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.81M |
| 5 |
CC
Callan Capital
La Jolla,
California
|
+$993K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
-$6.32M |
| 2 |
COF
Capital One Financial
Mclean,
Virginia
|
-$5.01M |
| 3 |
FSWA
Financial Synergies Wealth Advisors
Houston,
Texas
|
-$1.67M |
| 4 |
MWP
Moller Wealth Partners
|
-$1.2M |
| 5 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$668K |
FNDA Hedge Fund Activity: Q3 2020 in Review
160 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q3 2020, worth a combined $2.34B — up 5.5% from $2.21B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FNDA positions and 17 closed out — a net gain of 5 holders — while 43 added to existing stakes and 57 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $19M. The largest seller was RegentAtlantic Capital, cutting an estimated $6.32M.
- 160 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q3 2020, up from 157 in Q2 2020.
- Funds reported $2.34B of Schwab Fundamental US Small Company Index ETF stock for Q3 2020, up 5.5% quarter-over-quarter.
- 22 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q3 2020 and 17 closed out, a net change of +5 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q3 2020 was Charles Schwab Investment Advisory, an estimated $19M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q3 2020 was RegentAtlantic Capital, an estimated $6.32M sold.
Based on aggregated 13F filings for Q3 2020.