Schwab Fundamental US Small Company Index ETF
FNDA
126 hedge funds and large institutions have $2.59B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 11 closing their positions.
118% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 11
96% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 26
24% more capital invested
Capital invested by funds: $2.09B → $2.59B (+$497M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11.14% more ownership
Funds ownership: 146.54% → 157.67% (+11%)
11% more funds holding
Funds holding: 114 → 126 (+12)
Top Buyers
Top Sellers
| 1 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$24.9M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$3.47M |
| 3 |
Jane Street
New York
|
-$1.39M |
| 4 |
DPA
Delphi Private Advisors
San Diego,
California
|
-$732K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$580K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
126
Jane Street
New York
| – | -$1.39M | -74,376 | Closed |
|
|
BTS
127
BB&T Securities
Richmond,
Virginia
| – | -$580K | -31,176 | Closed |
|
128
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$348K | -18,720 | Closed |
|
|
VF
129
Virtu Financial
New York
| – | -$338K | -18,140 | Closed |
|
|
AWM
130
Altium Wealth Management
Purchase,
New York
| – | -$294K | -15,782 | Closed |
|
|
FA
131
FDx Advisors
Chicago,
Illinois
| – | -$216K | -11,588 | Closed |
|
|
CCA
132
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| – | -$139K | -7,446 | Closed |
|
|
PWM
133
Perigon Wealth Management
San Francisco,
California
| – | -$14K | -750 | Closed |
|
|
APP
134
Avantax Planning Partners
Dubuque,
Iowa
| – | -$5K | -268 | Closed |
|
|
TWA
135
TCI Wealth Advisors
Tucson,
Arizona
| – | -$2K | -120 | Closed |
|
FNDA Hedge Fund Activity: Q2 2018 in Review
126 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q2 2018, worth a combined $2.59B — up 24% from $2.09B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FNDA positions and 11 closed out — a net gain of 13 holders — while 51 added to existing stakes and 26 trimmed.
The largest buyer was First Command Advisory Services, adding an estimated $255M. The largest seller was Brouwer & Janachowski, cutting an estimated $24.9M.
- 126 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q2 2018, up from 114 in Q1 2018.
- Funds reported $2.59B of Schwab Fundamental US Small Company Index ETF stock for Q2 2018, up 24% quarter-over-quarter.
- 24 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q2 2018 and 11 closed out, a net change of +13 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q2 2018 was First Command Advisory Services, an estimated $255M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q2 2018 was Brouwer & Janachowski, an estimated $24.9M sold.
Based on aggregated 13F filings for Q2 2018.