Schwab Fundamental US Broad Market Index ETF
FNDB
91 hedge funds and large institutions have $93.4M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
11% more funds holding
Funds holding: 82 → 91 (+9)
10% more capital invested
Capital invested by funds: $84.9M → $93.4M (+$8.48M)
2.82% less ownership
Funds ownership: 78.51% → 75.69% (-2.8%)
21% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.16M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.45M |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$1.35M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.2M |
| 5 |
TAM
Townsend Asset Management
Raleigh,
North Carolina
|
+$481K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.31M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.35M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$825K |
| 4 |
LRIA
Leonard Rickey Investment Advisors
Yakima,
Washington
|
-$211K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$173K |
FNDB Hedge Fund Activity: Q2 2021 in Review
91 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q2 2021, worth a combined $93.4M — up 10% from $84.9M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FNDB positions and 3 closed out — a net gain of 10 holders — while 23 added to existing stakes and 29 trimmed.
The largest buyer was Ameriprise, adding an estimated $3.16M. The largest seller was Royal Bank of Canada, cutting an estimated $3.31M.
- 91 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q2 2021, up from 82 in Q1 2021.
- Funds reported $93.4M of Schwab Fundamental US Broad Market Index ETF stock for Q2 2021, up 10% quarter-over-quarter.
- 13 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q2 2021 and 3 closed out, a net change of +10 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q2 2021 was Ameriprise, an estimated $3.16M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q2 2021 was Royal Bank of Canada, an estimated $3.31M sold.
Based on aggregated 13F filings for Q2 2021.