Schwab Fundamental US Small Company Index ETF
FNDA
366 hedge funds and large institutions have $6.25B invested in Schwab Fundamental US Small Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 16 closing their positions.
419% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 16
47% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 88
20% more funds holding
Funds holding: 304 → 366 (+62)
19% more capital invested
Capital invested by funds: $5.24B → $6.25B (+$1.02B)
18% more funds holding in top 10
Funds holding in top 10: 17 → 20 (+3)
0.5% more ownership
Funds ownership: 161.51% → 162% (+0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$62M |
| 2 |
Morgan Stanley
New York
|
+$49.3M |
| 3 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$12.8M |
| 4 |
GFG
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
+$6.88M |
| 5 |
HP
Hilltop Partners
Mishawaka,
Indiana
|
+$5.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
-$4.97M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$3.27M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.14M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$3.14M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.84M |
FNDA Hedge Fund Activity: Q4 2023 in Review
366 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q4 2023, worth a combined $6.25B — up 19% from $5.24B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new FNDA positions and 16 closed out — a net gain of 67 holders — while 129 added to existing stakes and 88 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $62M. The largest seller was Gemmer Asset Management, cutting an estimated $4.97M.
- 366 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q4 2023, up from 304 in Q3 2023.
- Funds reported $6.25B of Schwab Fundamental US Small Company Index ETF stock for Q4 2023, up 19% quarter-over-quarter.
- 83 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q4 2023 and 16 closed out, a net change of +67 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q4 2023 was Charles Schwab Investment Advisory, an estimated $62M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q4 2023 was Gemmer Asset Management, an estimated $4.97M sold.
Based on aggregated 13F filings for Q4 2023.