Schwab Fundamental US Small Company Index ETF
FNDA
295 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 31 funds opening new positions, 128 increasing their positions, 72 reducing their positions, and 28 closing their positions.
462% more capital inflows, than outflows
Capital inflows: $85.1M | Capital outflows: $15.1M
78% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 72
11% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 28
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
0% less funds holding
Funds holding: 296 → 295 (-1)
1.24% less ownership
Funds ownership: 82.06% → 80.82% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$13.8M |
| 2 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$4.56M |
| 3 |
Janiczek Wealth Management
Denver,
Colorado
|
+$3.88M |
| 4 |
Resonant Capital Advisors
Madison,
Wisconsin
|
+$3.57M |
| 5 |
Betterment LLC
New York
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
McAdam LLC
Philadelphia,
Pennsylvania
|
-$2.18M |
| 2 |
Pacific Wealth Strategies Group
Santa Barbara,
California
|
-$1.72M |
| 3 |
Ironwood Investment Counsel
Scottsdale,
Arizona
|
-$1.48M |
| 4 |
Pasadena Private Wealth
Pasadena,
California
|
-$1.42M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.05M |
FNDA Hedge Fund Activity: Q1 2023 in Review
295 of the 6,289 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: 31 funds opened new FNDA positions and 28 closed out — a net gain of 3 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.
- 295 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.
- 31 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q1 2023 and 28 closed out, a net change of +3 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.