Schwab Fundamental US Small Company Index ETF
FNDA
11 hedge funds and large institutions have $3.5M invested in Schwab Fundamental US Small Company Index ETF in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.
450% more funds holding
Funds holding: 2 → 11 (+9)
183% more capital invested
Capital invested by funds: $1.24M → $3.5M (+$2.26M)
3.79% more ownership
Funds ownership: 7.07% → 10.86% (+3.8%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$930K |
| 2 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$655K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$530K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$21.8K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$13.6K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFS
1
KMS Financial Services
Seattle,
Washington
| $1.04M | +$1.06K | +76 | +0.1% |
|
|
2
Morgan Stanley
New York
| $952K | +$930K | +66,530 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $770K | +$530K | +37,950 | +240% |
|
|
PMG
4
ProVise Management Group
Clearwater,
Florida
| $672K | +$655K | +46,900 | New |
|
|
5
Bank of Montreal
Toronto,
Ontario, Canada
| $22K | +$21.8K | +1,562 | New |
|
|
6
Creative Planning
Overland Park,
Kansas
| $14K | +$13.6K | +974 | New |
|
|
BJ
7
Brouwer & Janachowski
Mill Valley,
California
| $11K | +$10.8K | +776 | New |
|
|
GAM
8
Gemmer Asset Management
Walnut Creek,
California
| $10K | +$9.89K | +708 | New |
|
|
BBPWM
9
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $3K | +$2.79K | +200 | New |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $2K | +$2.07K | +148 | New |
|
|
SSB
11
Sandy Spring Bank
Olney,
Maryland
| $1K | +$1.12K | +80 | New |
|
FNDA Hedge Fund Activity: Q1 2014 in Review
11 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q1 2014, worth a combined $3.5M — up 183% from $1.24M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FNDA positions and 0 closed out — a net gain of 9 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $930K.
- 11 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q1 2014, up from 2 in Q4 2013.
- Funds reported $3.5M of Schwab Fundamental US Small Company Index ETF stock for Q1 2014, up 183% quarter-over-quarter.
- 9 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q1 2014 and 0 closed out, a net change of +9 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q1 2014 was Morgan Stanley, an estimated $930K added.
Based on aggregated 13F filings for Q1 2014.