We are live on ! Find out more
FNDB icon

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
13
Increased
19
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.49M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.28M
3
AIP
Almanack Investment Partners
Pennsylvania
+$645K
4
MWM
MorganRosel Wealth Management
Colorado
+$279K
5
PA
Paracle Advisors
Washington
+$245K

Top Sellers

Rank Fund Capital Flow
1
HWA
HHM Wealth Advisors
Tennessee
-$4.92M
2
Jane Street
Jane Street
New York
-$1.85M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.53M
4
Morgan Stanley
Morgan Stanley
New York
-$462K
5
HighTower Advisors
HighTower Advisors
Illinois
-$410K
Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
51
Financial Architects (New Jersey)
New Jersey
$37K +$25.2K +1,869 +248%
GWS
52
Glassman Wealth Services
Virginia
$36K – – –
VCM
53
Versant Capital Management
Arizona
$36K +$29.2K +2,160 +477%
LF
54
Lee Financial
Texas
$34K – – –
SSB
55
Sandy Spring Bank
Maryland
$34K – – –
AA
56
Ancora Advisors
Ohio
$34K +$32.3K +2,388 New
BWM
57
Baystate Wealth Management
Massachusetts
$34K +$32.5K +2,406 New
S
58
SignatureFD
Georgia
$31K +$243 +18 +0.8%
EWM
59
Edge Wealth Management
New York
$27K – – –
PMFA
60
Plante Moran Financial Advisors
Michigan
$19K – – –
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$17K – – –
JPLA
62
Joseph P. Lucia & Associates
New York
$11K – – –
IFWM
63
Institute for Wealth Management
Colorado
$8K +$7.29K +540 New
LC
64
Lindbrook Capital
California
$7K +$6.32K +468 New
IA
65
IFP Advisors
Florida
$5K – – –
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
SAM
67
S.A. Mason
Michigan
$3K +$3.08K +228 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$1K – – –
FRA
69
Front Row Advisors
California
$1K – – –
SIAS
70
Shine Investment Advisory Services
Colorado
$1K – – –
SHWM
71
Silicon Hills Wealth Management
Texas
$32 +$41 +3 New
Citadel Advisors
72
Citadel Advisors
Florida
– -$1.53M -117,723 Closed
TIM
73
Total Investment Management
Arizona
– -$219K -16,755 Closed
MML Investors Services
74
MML Investors Services
Massachusetts
– -$201K -15,384 Closed
DP
75
Denver PWM
Colorado
– -$5.92K -456 Closed
1 2
3
4

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.