Schwab Fundamental US Broad Market Index ETF
FNDB
71 hedge funds and large institutions have $84.2M invested in Schwab Fundamental US Broad Market Index ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more capital invested
Capital invested by funds: $76.7M → $84.2M (+$7.46M)
8% more funds holding
Funds holding: 66 → 71 (+5)
0% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 19
0.35% less ownership
Funds ownership: 80.34% → 79.99% (-0.35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.49M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.28M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$645K |
| 4 |
MWM
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
+$279K |
| 5 |
PA
Paracle Advisors
Mercer Island,
Washington
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
-$4.92M |
| 2 |
Jane Street
New York
|
-$1.85M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.53M |
| 4 |
Morgan Stanley
New York
|
-$462K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$410K |
FNDB Hedge Fund Activity: Q4 2019 in Review
71 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q4 2019, worth a combined $84.2M — up 9.7% from $76.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FNDB positions and 7 closed out — a net gain of 6 holders — while 19 added to existing stakes and 19 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.49M. The largest seller was HHM Wealth Advisors, cutting an estimated $4.92M.
- 71 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q4 2019, up from 66 in Q3 2019.
- Funds reported $84.2M of Schwab Fundamental US Broad Market Index ETF stock for Q4 2019, up 9.7% quarter-over-quarter.
- 13 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q4 2019 and 7 closed out, a net change of +6 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $1.49M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q4 2019 was HHM Wealth Advisors, an estimated $4.92M sold.
Based on aggregated 13F filings for Q4 2019.