Schwab Fundamental US Small Company Index ETF
FNDA
FNDA
209 hedge funds and large institutions have $3.4B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
2.92% less ownership
Funds ownership: 165.5% → 162.57% (-2.9%)
10% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 69
Holders
209
Holding in Top 10
12
Calls
–
Puts
–
Top Buyers
| 1 | +$13.6M | |
| 2 | +$3.35M | |
| 3 | +$2.97M | |
| 4 |
CC
Callan Capital
La Jolla,
California
|
+$2.18M |
| 5 |
MWP
Moller Wealth Partners
|
+$2.01M |
Top Sellers
| 1 | -$232M | |
| 2 | -$5.78M | |
| 3 | -$5.34M | |
| 4 |
YAL
Your Advocates Ltd
Houston,
Texas
|
-$4.59M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.56M |