Schwab Fundamental US Small Company Index ETF
FNDA
375 hedge funds and large institutions have $6.72B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 161 increasing their positions, 90 reducing their positions, and 33 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 90
42% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 33
10% more funds holding in top 10
Funds holding in top 10: 20 → 22 (+2)
7% more capital invested
Capital invested by funds: $6.25B → $6.72B (+$469M)
2% more funds holding
Funds holding: 366 → 375 (+9)
1.97% more ownership
Funds ownership: 162% → 163.97% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$159M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$131M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$32.8M |
| 4 |
SFS
Solitude Financial Services
Charlottesville,
Virginia
|
+$26.4M |
| 5 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$9.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$46.4M |
| 2 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$10.1M |
| 3 |
HP
Hilltop Partners
Mishawaka,
Indiana
|
-$6.61M |
| 4 |
Two Sigma Investments
New York
|
-$3.68M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$3.15M |
FNDA Hedge Fund Activity: Q1 2024 in Review
375 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q1 2024, worth a combined $6.72B — up 7.5% from $6.25B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new FNDA positions and 33 closed out — a net gain of 14 holders — while 161 added to existing stakes and 90 trimmed.
The largest buyer was SageView Advisory Group, adding an estimated $159M. The largest seller was Morgan Stanley, cutting an estimated $46.4M.
- 375 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q1 2024, up from 366 in Q4 2023.
- Funds reported $6.72B of Schwab Fundamental US Small Company Index ETF stock for Q1 2024, up 7.5% quarter-over-quarter.
- 47 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q1 2024 and 33 closed out, a net change of +14 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q1 2024 was SageView Advisory Group, an estimated $159M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $46.4M sold.
Based on aggregated 13F filings for Q1 2024.