Schwab Fundamental US Small Company Index ETF
FNDA
146 hedge funds and large institutions have $2.66B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 19 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 37
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
42% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 19
21% more capital invested
Capital invested by funds: $2.2B → $2.66B (+$458M)
4% more funds holding
Funds holding: 141 → 146 (+5)
0.96% more ownership
Funds ownership: 157.24% → 158.2% (+0.96%)
Top Buyers
Top Sellers
| 1 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$5.77M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$3.37M |
| 3 |
JP Morgan Chase
New York
|
-$2.42M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.64M |
| 5 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
151
Destination Wealth Management
Walnut Creek,
California
| – | -$46K | -2,818 | Closed |
|
152
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$33K | -2,008 | Closed |
|
|
KCM
153
Karp Capital Management
Sausalito,
California
| – | -$28K | -1,696 | Closed |
|
|
NFG
154
Next Financial Group
Houston,
Texas
| – | -$26K | -1,594 | Closed |
|
155
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$21K | -1,274 | Closed |
|
156
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$14K | -858 | Closed |
|
|
KC
157
Knuff & Co
Foster City,
California
| – | -$6K | -360 | Closed |
|
|
RFC
158
Regions Financial Corp
Birmingham,
Alabama
| – | -$6K | -346 | Closed |
|
|
PMFA
159
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$3K | -182 | Closed |
|
|
1NWS
160
1 North Wealth Services
Annapolis,
Maryland
| – | -$3K | -160 | Closed |
|
|
BWM
161
Baystate Wealth Management
Boston,
Massachusetts
| – | -$2K | -94 | Closed |
|
162
Parallax Volatility Advisers
San Francisco,
California
| – | -$1.28K | -70 | -97% |
|
|
UFF
163
USA Financial Formulas
Ada,
Michigan
| – | -$1K | -30 | Closed |
|
FNDA Hedge Fund Activity: Q1 2019 in Review
146 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q1 2019, worth a combined $2.66B — up 21% from $2.2B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FNDA positions and 19 closed out — a net gain of 8 holders — while 57 added to existing stakes and 37 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $98.4M. The largest seller was Brouwer & Janachowski, cutting an estimated $5.77M.
- 146 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q1 2019, up from 141 in Q4 2018.
- Funds reported $2.66B of Schwab Fundamental US Small Company Index ETF stock for Q1 2019, up 21% quarter-over-quarter.
- 27 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q1 2019 and 19 closed out, a net change of +8 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $98.4M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q1 2019 was Brouwer & Janachowski, an estimated $5.77M sold.
Based on aggregated 13F filings for Q1 2019.