Schwab Fundamental US Small Company Index ETF
FNDA
151 hedge funds and large institutions have $2.73B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 16 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 35
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
6% more capital invested
Capital invested by funds: $2.58B → $2.73B (+$155M)
1.09% more ownership
Funds ownership: 156.31% → 157.4% (+1.1%)
1% more funds holding
Funds holding: 150 → 151 (+1)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$113M |
| 2 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
+$7.17M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.62M |
| 4 |
CGL
Clarius Group LLC
Seattle,
Washington
|
+$4.33M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Strategic Advisors
New York
|
-$2.3M |
| 2 |
RWM
Reston Wealth Management
Reston,
Virginia
|
-$874K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$669K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$543K |
| 5 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$450K |
FNDA Hedge Fund Activity: Q3 2019 in Review
151 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q3 2019, worth a combined $2.73B — up 6% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FNDA positions and 16 closed out — a net gain of 3 holders — while 66 added to existing stakes and 35 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $113M. The largest seller was Strategic Advisors, cutting an estimated $2.3M.
- 151 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q3 2019, up from 150 in Q2 2019.
- Funds reported $2.73B of Schwab Fundamental US Small Company Index ETF stock for Q3 2019, up 6% quarter-over-quarter.
- 19 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q3 2019 and 16 closed out, a net change of +3 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $113M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q3 2019 was Strategic Advisors, an estimated $2.3M sold.
Based on aggregated 13F filings for Q3 2019.