Schwab Fundamental US Small Company Index ETF
FNDA
77 hedge funds and large institutions have $1.62B invested in Schwab Fundamental US Small Company Index ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 6 closing their positions.
1,828% more capital inflows, than outflows
Capital inflows: $197M | Capital outflows: $10.2M
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
120% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 15
8% more funds holding
Funds holding: 71 → 77 (+6)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1.14% less ownership
Funds ownership: 72.82% → 71.68% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$187M |
| 2 |
Vigilant Capital Management
Portland,
Maine
|
+$4.18M |
| 3 |
Tiedemann Advisors
New York
|
+$1.26M |
| 4 |
Two Sigma Securities
New York
|
+$573K |
| 5 |
BB&T Securities
Richmond,
Virginia
|
+$435K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.26M |
| 2 |
Tarbox Family Office
Newport Beach,
California
|
-$1.87M |
| 3 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.75M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$770K |
| 5 |
Tower Research Capital (TRC)
New York
|
-$632K |
FNDA Hedge Fund Activity: Q3 2017 in Review
77 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q3 2017, worth a combined $1.62B — up 18% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FNDA positions and 6 closed out — a net gain of 8 holders — while 33 added to existing stakes and 15 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $187M. The largest seller was Jane Street, cutting an estimated $3.26M.
- 77 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q3 2017, up from 71 in Q2 2017.
- Funds reported $1.62B of Schwab Fundamental US Small Company Index ETF stock for Q3 2017, up 18% quarter-over-quarter.
- 14 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q3 2017 and 6 closed out, a net change of +8 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $187M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q3 2017 was Jane Street, an estimated $3.26M sold.
Based on aggregated 13F filings for Q3 2017.