Schwab Fundamental US Small Company Index ETF
FNDA
2 hedge funds and large institutions have $1.24M invested in Schwab Fundamental US Small Company Index ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and 2 closing their positions.
241% more capital invested
Capital invested by funds: $363K → $1.24M (+$874K)
0% more funds holding
Funds holding: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.09% less ownership
Funds ownership: 7.15% → 7.07% (-0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
KMS Financial Services
Seattle,
Washington
|
+$968K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$356K |
| 2 |
TWA
TCI Wealth Advisors
Tucson,
Arizona
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFS
1
KMS Financial Services
Seattle,
Washington
| $1.01M | +$968K | +72,512 | New |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $222K | +$211K | +15,830 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$356K | -28,034 | Closed |
|
|
TWA
4
TCI Wealth Advisors
Tucson,
Arizona
| – | -$7K | -580 | Closed |
|
FNDA Hedge Fund Activity: Q4 2013 in Review
2 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q4 2013, worth a combined $1.24M — up 241% from $363K a quarter earlier.
Fund positioning in FNDA was balanced in Q4 2013: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was KMS Financial Services, opening a new position worth an estimated $968K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $356K sold.
- 2 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $1.24M of Schwab Fundamental US Small Company Index ETF stock for Q4 2013, up 241% quarter-over-quarter.
- 2 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q4 2013 and 2 closed out, a net change of 0 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q4 2013 was KMS Financial Services, an estimated $968K added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q4 2013 was Susquehanna International Group, an estimated $356K sold.
Based on aggregated 13F filings for Q4 2013.