Schwab Fundamental US Small Company Index ETF
FNDA
404 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 110 reducing their positions, and 27 closing their positions.
322% more capital inflows, than outflows
Capital inflows: $173M | Capital outflows: $41.1M
56% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 27
48% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 110
3% more funds holding
Funds holding: 393 → 404 (+11)
0.49% less ownership
Funds ownership: 80.01% → 79.52% (-0.49%)
5% less funds holding in top 10
Funds holding in top 10: 19 → 18 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$63.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$25M |
| 3 |
Sanctuary Advisors
Indianapolis,
Indiana
|
+$16.7M |
| 4 |
Ironwood Investment Counsel
Scottsdale,
Arizona
|
+$10.1M |
| 5 |
Accredited Investors
Edina,
Minnesota
|
+$3.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$4.8M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$4.15M |
| 3 |
DWM
Dechtman Wealth Management
Centennial,
Colorado
|
-$4.08M |
| 4 |
HP
Hilltop Partners
Mishawaka,
Indiana
|
-$3.04M |
| 5 |
McAdam LLC
Philadelphia,
Pennsylvania
|
-$1.97M |
FNDA Hedge Fund Activity: Q3 2024 in Review
404 of the 6,984 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q3 2024, worth a combined $7.21B — up 9.9% from $6.56B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new FNDA positions and 27 closed out — a net gain of 15 holders — while 163 added to existing stakes and 110 trimmed.
The largest buyer was Charles Schwab, adding an estimated $63.7M. The largest seller was D.E. Shaw & Co, cutting an estimated $4.8M.
- 404 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q3 2024, up from 393 in Q2 2024.
- Funds reported $7.21B of Schwab Fundamental US Small Company Index ETF stock for Q3 2024, up 9.9% quarter-over-quarter.
- 42 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q3 2024 and 27 closed out, a net change of +15 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q3 2024 was Charles Schwab, an estimated $63.7M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q3 2024 was D.E. Shaw & Co, an estimated $4.8M sold.
Based on aggregated 13F filings for Q3 2024.