Schwab Fundamental US Small Company Index ETF
FNDA
255 hedge funds and large institutions have $4.25B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 40 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 69
8% more capital invested
Capital invested by funds: $3.95B → $4.25B (+$305M)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
6.34% more ownership
Funds ownership: 159.67% → 166.02% (+6.3%)
6% less funds holding
Funds holding: 272 → 255 (-17)
35% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$957M |
| 2 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$19.3M |
| 3 |
SSWG
Seven Springs Wealth Group
Brentwood,
Tennessee
|
+$5.12M |
| 4 |
Jane Street
New York
|
+$4.26M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.23M |
| 2 |
PWSG
Pacific Wealth Strategies Group
Santa Barbara,
California
|
-$3.22M |
| 3 |
GW
GW & Wade
Wellesley,
Massachusetts
|
-$2.54M |
| 4 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$2.42M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
-$2.07M |
FNDA Hedge Fund Activity: Q2 2022 in Review
255 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q2 2022, worth a combined $4.25B — up 7.7% from $3.95B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of FNDA and 26 opened new positions — a net loss of 14 holders — while 69 trimmed existing stakes and 98 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $957M. The largest seller was Old Mission Capital, exiting entirely with an estimated $4.23M sold.
- 255 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q2 2022, down from 272 in Q1 2022.
- Funds reported $4.25B of Schwab Fundamental US Small Company Index ETF stock for Q2 2022, up 7.7% quarter-over-quarter.
- 26 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q2 2022 and 40 closed out, a net change of -14 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $957M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q2 2022 was Old Mission Capital, an estimated $4.23M sold.
Based on aggregated 13F filings for Q2 2022.