Schwab Fundamental US Small Company Index ETF
FNDA
FNDA
155 hedge funds and large institutions have $2.45B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 40 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
21% less capital invested
Capital invested by funds: $3.11B → $2.45B (-$660M)
48% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 40
Holders
155
Holding in Top 10
11
Calls
–
Puts
–
Top Buyers
| 1 | +$437M | |
| 2 | +$14.2M | |
| 3 | +$9.98M | |
| 4 |
YAL
Your Advocates Ltd
Houston,
Texas
|
+$7.23M |
| 5 |
MWP
Moller Wealth Partners
|
+$5.51M |
Top Sellers
| 1 | -$13.2M | |
| 2 | -$7.37M | |
| 3 | -$5.92M | |
| 4 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
-$5.34M |
| 5 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$4.76M |