Schwab Fundamental US Small Company Index ETF
FNDA
FNDA
30 hedge funds and large institutions have $243M invested in Schwab Fundamental US Small Company Index ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
30
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$28.4M | |
| 2 | +$1.43M | |
| 3 | +$1.4M | |
| 4 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$529K |
| 5 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$292K |
Top Sellers
| 1 | -$1.28M | |
| 2 | -$72.7K | |
| 3 | -$16K | |
| 4 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
-$15K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$12K |