Schwab Fundamental US Small Company Index ETF
FNDA
377 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, 163 increasing their positions, 89 reducing their positions, and 33 closing their positions.
804% more capital inflows, than outflows
Capital inflows: $465M | Capital outflows: $51.4M
83% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 89
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)
2% more funds holding
Funds holding: 368 → 377 (+9)
1.62% more ownership
Funds ownership: 80.38% → 82% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SageView Advisory Group
Newport Beach,
California
|
+$159M |
| 2 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$131M |
| 3 |
Trilogy Capital
Irvine,
California
|
+$32.8M |
| 4 |
Solitude Financial Services
Charlottesville,
Virginia
|
+$26.4M |
| 5 |
MAI Capital Management
Independence,
Ohio
|
+$9.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arlington Financial Advisors
Santa Barbara,
California
|
-$10.1M |
| 2 |
Hilltop Partners
Mishawaka,
Indiana
|
-$6.61M |
| 3 |
Two Sigma Investments
New York
|
-$3.68M |
| 4 |
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$3.15M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.92M |
FNDA Hedge Fund Activity: Q1 2024 in Review
377 of the 6,965 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 8.4% from $6.21B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new FNDA positions and 33 closed out — a net gain of 14 holders — while 163 added to existing stakes and 89 trimmed.
The largest buyer was SageView Advisory Group, adding an estimated $159M. The largest seller was Arlington Financial Advisors, cutting an estimated $10.1M.
- 377 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q1 2024, up from 368 in Q4 2023.
- Funds reported $6.72B of Schwab Fundamental US Small Company Index ETF stock for Q1 2024, up 8.4% 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 Arlington Financial Advisors, an estimated $10.1M sold.
Based on aggregated 13F filings for Q1 2024.