Schwab Fundamental US Small Company Index ETF
FNDA
36 hedge funds and large institutions have $332M invested in Schwab Fundamental US Small Company Index ETF in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 7 closing their positions.
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
36% more capital invested
Capital invested by funds: $243M → $332M (+$88.3M)
20% more funds holding
Funds holding: 30 → 36 (+6)
6.09% more ownership
Funds ownership: 116.2% → 122.29% (+6.1%)
Top Buyers
Top Sellers
FNDA Hedge Fund Activity: Q4 2015 in Review
36 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q4 2015, worth a combined $332M — up 36% from $243M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FNDA positions and 7 closed out — a net gain of 6 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $73.4M. The largest seller was Cobblestone Capital Advisors, cutting an estimated $8.8M.
- 36 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q4 2015, up from 30 in Q3 2015.
- Funds reported $332M of Schwab Fundamental US Small Company Index ETF stock for Q4 2015, up 36% quarter-over-quarter.
- 13 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q4 2015 and 7 closed out, a net change of +6 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q4 2015 was Charles Schwab Investment Advisory, an estimated $73.4M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q4 2015 was Cobblestone Capital Advisors, an estimated $8.8M sold.
Based on aggregated 13F filings for Q4 2015.