Schwab Fundamental US Small Company Index ETF
FNDA
266 hedge funds and large institutions have $4.02B invested in Schwab Fundamental US Small Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 89 increasing their positions, 65 reducing their positions, and 27 closing their positions.
104% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 27
37% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 65
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
10% more funds holding
Funds holding: 241 → 266 (+25)
9% more capital invested
Capital invested by funds: $3.7B → $4.02B (+$326M)
0.08% more ownership
Funds ownership: 160.22% → 160.3% (+0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$88.8M |
| 2 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
+$6.34M |
| 3 |
Cerity Partners
New York
|
+$6.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.79M |
| 5 |
CGL
Clarius Group LLC
Seattle,
Washington
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$13.5M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$6.72M |
| 3 |
SWM
Southern Wealth Management
Dallas,
Texas
|
-$2.14M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.45M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$1.26M |
FNDA Hedge Fund Activity: Q4 2021 in Review
266 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q4 2021, worth a combined $4.02B — up 8.8% from $3.7B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new FNDA positions and 27 closed out — a net gain of 28 holders — while 89 added to existing stakes and 65 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $88.8M. The largest seller was Charles Schwab Trust, cutting an estimated $13.5M.
- 266 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q4 2021, up from 241 in Q3 2021.
- Funds reported $4.02B of Schwab Fundamental US Small Company Index ETF stock for Q4 2021, up 8.8% quarter-over-quarter.
- 55 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q4 2021 and 27 closed out, a net change of +28 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $88.8M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q4 2021 was Charles Schwab Trust, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2021.