Schwab Fundamental US Small Company Index ETF
FNDA
296 hedge funds and large institutions have $4.72B invested in Schwab Fundamental US Small Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 95 increasing their positions, 79 reducing their positions, and 25 closing their positions.
184% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 25
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
20% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 79
17% more funds holding
Funds holding: 254 → 296 (+42)
13% more capital invested
Capital invested by funds: $4.16B → $4.72B (+$556M)
1.48% less ownership
Funds ownership: 165.6% → 164.12% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$60.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$23.7M |
| 3 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$9.58M |
| 4 |
IIC
Ironwood Investment Counsel
Scottsdale,
Arizona
|
+$6.24M |
| 5 |
BIA
Bell Investment Advisors
Oakland,
California
|
+$5.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TNA
True North Advisors
Dallas,
Texas
|
-$4.08M |
| 2 |
WTA
Washington Trust Advisors
Wellesley,
Massachusetts
|
-$3.82M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.24M |
| 4 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
-$2.12M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.87M |
FNDA Hedge Fund Activity: Q4 2022 in Review
296 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q4 2022, worth a combined $4.72B — up 13% from $4.16B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new FNDA positions and 25 closed out — a net gain of 46 holders — while 95 added to existing stakes and 79 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $60.4M. The largest seller was True North Advisors, exiting entirely with an estimated $4.08M sold.
- 296 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q4 2022, up from 254 in Q3 2022.
- Funds reported $4.72B of Schwab Fundamental US Small Company Index ETF stock for Q4 2022, up 13% quarter-over-quarter.
- 71 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q4 2022 and 25 closed out, a net change of +46 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $60.4M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q4 2022 was True North Advisors, an estimated $4.08M sold.
Based on aggregated 13F filings for Q4 2022.