Schwab Fundamental US Broad Market Index ETF
FNDB
61 hedge funds and large institutions have $62.6M invested in Schwab Fundamental US Broad Market Index ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16.46% more ownership
Funds ownership: 59.87% → 76.32% (+16%)
16% more capital invested
Capital invested by funds: $54.2M → $62.6M (+$8.43M)
13% more funds holding
Funds holding: 54 → 61 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$5.91M |
| 2 |
HCIA
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
+$960K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$953K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$944K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$891K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Callan Capital
La Jolla,
California
|
-$2.36M |
| 2 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$806K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$417K |
| 4 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
-$258K |
| 5 |
TPW
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
-$188K |
FNDB Hedge Fund Activity: Q4 2018 in Review
61 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q4 2018, worth a combined $62.6M — up 16% from $54.2M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FNDB positions and 7 closed out — a net gain of 7 holders — while 18 added to existing stakes and 12 trimmed.
The largest buyer was Chevy Chase Trust, adding an estimated $5.91M. The largest seller was Callan Capital, cutting an estimated $2.36M.
- 61 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q4 2018, up from 54 in Q3 2018.
- Funds reported $62.6M of Schwab Fundamental US Broad Market Index ETF stock for Q4 2018, up 16% quarter-over-quarter.
- 14 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q4 2018 and 7 closed out, a net change of +7 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q4 2018 was Chevy Chase Trust, an estimated $5.91M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q4 2018 was Callan Capital, an estimated $2.36M sold.
Based on aggregated 13F filings for Q4 2018.