Schwab Fundamental US Small Company Index ETF
FNDA
294 hedge funds and large institutions have $4.98B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 72 reducing their positions, and 28 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 72
6% more capital invested
Capital invested by funds: $4.72B → $4.98B (+$262M)
7% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 28
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
1% less funds holding
Funds holding: 296 → 294 (-2)
2.48% less ownership
Funds ownership: 164.12% → 161.64% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$13.8M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$4.56M |
| 3 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
+$3.88M |
| 4 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
+$3.57M |
| 5 |
Betterment LLC
New York
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$2.18M |
| 2 |
PWSG
Pacific Wealth Strategies Group
Santa Barbara,
California
|
-$1.72M |
| 3 |
IIC
Ironwood Investment Counsel
Scottsdale,
Arizona
|
-$1.48M |
| 4 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$1.42M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.05M |
FNDA Hedge Fund Activity: Q1 2023 in Review
294 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q1 2023, worth a combined $4.98B — up 5.5% from $4.72B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new FNDA positions and 28 closed out — a net gain of 2 holders — while 128 added to existing stakes and 72 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $13.8M. The largest seller was McAdam LLC, cutting an estimated $2.18M.
- 294 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q1 2023, down from 296 in Q4 2022.
- Funds reported $4.98B of Schwab Fundamental US Small Company Index ETF stock for Q1 2023, up 5.5% quarter-over-quarter.
- 30 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q1 2023 and 28 closed out, a net change of +2 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q1 2023 was Charles Schwab Investment Advisory, an estimated $13.8M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q1 2023 was McAdam LLC, an estimated $2.18M sold.
Based on aggregated 13F filings for Q1 2023.