Schwab Fundamental US Small Company Index ETF
FNDA
FNDA
141 hedge funds and large institutions have $2.2B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 32 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
21% less capital invested
Capital invested by funds: $2.78B → $2.2B (-$582M)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Holders
141
Holding in Top 10
7
Calls
–
Puts
–
Top Buyers
| 1 | +$11.4M | |
| 2 | +$6.99M | |
| 3 | +$6.43M | |
| 4 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
+$6.38M |
| 5 |
MAG
Mokosak Advisory Group
Urbandale,
Iowa
|
+$2.53M |
Top Sellers
| 1 | -$59.5M | |
| 2 | -$21.6M | |
| 3 | -$3.25M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.22M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$2.94M |