Schwab Fundamental US Small Company Index ETF
FNDA
104 hedge funds and large institutions have $2.05B invested in Schwab Fundamental US Small Company Index ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 6 closing their positions.
450% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 6
48% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 23
35% more funds holding
Funds holding: 77 → 104 (+27)
27% more capital invested
Capital invested by funds: $1.62B → $2.05B (+$434M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
11.41% more ownership
Funds ownership: 143.36% → 154.77% (+11%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAAS
101
First Allied Advisory Services
San Diego,
California
| $1K | +$1.04K | +56 | New |
|
|
TSS
102
Two Sigma Securities
New York
| – | -$598K | -32,988 | Closed |
|
|
WA
103
WESPAC Advisors
Orinda,
California
| – | -$243K | -13,404 | Closed |
|
|
NIC
104
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$67K | -3,668 | Closed |
|
|
HFM
105
Hartford Financial Management
Hartford,
Connecticut
| – | -$4K | -248 | Closed |
|
106
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$4K | -200 | Closed |
|
|
AFNAS
107
American Financial Network Advisory Services
Calabasas,
California
| – | -$3K | -162 | Closed |
|
|
KF
108
Krilogy Financial
St. Louis,
Missouri
| – | +$222 | +12 | +150% |
|
FNDA Hedge Fund Activity: Q4 2017 in Review
104 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q4 2017, worth a combined $2.05B — up 27% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FNDA positions and 6 closed out — a net gain of 27 holders — while 34 added to existing stakes and 23 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $196M. The largest seller was Cobblestone Capital Advisors, cutting an estimated $19.1M.
- 104 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q4 2017, up from 77 in Q3 2017.
- Funds reported $2.05B of Schwab Fundamental US Small Company Index ETF stock for Q4 2017, up 27% quarter-over-quarter.
- 33 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q4 2017 and 6 closed out, a net change of +27 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $196M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q4 2017 was Cobblestone Capital Advisors, an estimated $19.1M sold.
Based on aggregated 13F filings for Q4 2017.