Schwab Fundamental US Broad Market Index ETF
FNDB
78 hedge funds and large institutions have $57.7M invested in Schwab Fundamental US Broad Market Index ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
25% more capital invested
Capital invested by funds: $46.1M → $57.7M (+$11.6M)
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
11% more funds holding
Funds holding: 70 → 78 (+8)
3.6% more ownership
Funds ownership: 61.36% → 64.96% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$2.95M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$529K |
| 3 |
OWM
Opes Wealth Management
Menlo Park,
California
|
+$458K |
| 4 |
CGL
Clarius Group LLC
Seattle,
Washington
|
+$415K |
| 5 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.39M |
| 2 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$1.37M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$469K |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$422K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$226K |
FNDB Hedge Fund Activity: Q4 2020 in Review
78 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q4 2020, worth a combined $57.7M — up 25% from $46.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FNDB positions and 2 closed out — a net gain of 9 holders — while 21 added to existing stakes and 18 trimmed.
The largest buyer was Flow Traders U.S., adding an estimated $2.95M. The largest seller was Susquehanna International Group, cutting an estimated $1.39M.
- 78 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q4 2020, up from 70 in Q3 2020.
- Funds reported $57.7M of Schwab Fundamental US Broad Market Index ETF stock for Q4 2020, up 25% quarter-over-quarter.
- 11 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q4 2020 and 2 closed out, a net change of +9 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q4 2020 was Flow Traders U.S., an estimated $2.95M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q4 2020 was Susquehanna International Group, an estimated $1.39M sold.
Based on aggregated 13F filings for Q4 2020.