Schwab Fundamental US Broad Market Index ETF
FNDB
82 hedge funds and large institutions have $84.9M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
47% more capital invested
Capital invested by funds: $57.7M → $84.9M (+$27.2M)
13.55% more ownership
Funds ownership: 64.96% → 78.51% (+14%)
5% more funds holding
Funds holding: 78 → 82 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.96M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.05M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.33M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.26M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$3.45M |
| 2 |
AL
ADE LLC
Baltimore,
Maryland
|
-$1.55M |
| 3 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
-$426K |
| 4 |
OWM
Opes Wealth Management
Menlo Park,
California
|
-$312K |
| 5 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$306K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAP
76
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $5K | +$4.57K | +282 | New |
|
|
SWM
77
Spire Wealth Management
Mclean,
Virginia
| $3K | +$3.16K | +195 | New |
|
|
HI
78
Harbour Investments
Madison,
Wisconsin
| $2K | +$1.99K | +123 | New |
|
79
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $1K | -$15.9K | -981 | -96% |
|
|
FRA
80
Front Row Advisors
Tiburon,
California
| $1K | – | – | – |
|
|
FTUS
81
Flow Traders U.S.
New York
| – | -$3.45M | -230,544 | Closed |
|
|
CCA
82
Cobblestone Capital Advisors
Rochester,
New York
| – | -$426K | -28,443 | Closed |
|
|
TIM
83
Total Investment Management
Scottsdale,
Arizona
| – | -$306K | -20,457 | Closed |
|
|
PS
84
Planned Solutions
Folsom,
California
| – | -$74K | -4,947 | Closed |
|
|
PWM
85
Perigon Wealth Management
San Francisco,
California
| – | -$49K | -3,285 | Closed |
|
|
FCH
86
Freestone Capital Holdings
Seattle,
Washington
| – | -$1.3K | -87 | Closed |
|
FNDB Hedge Fund Activity: Q1 2021 in Review
82 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q1 2021, worth a combined $84.9M — up 47% from $57.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FNDB positions and 6 closed out — a net gain of 4 holders — while 20 added to existing stakes and 20 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $9.96M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.45M sold.
- 82 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q1 2021, up from 78 in Q4 2020.
- Funds reported $84.9M of Schwab Fundamental US Broad Market Index ETF stock for Q1 2021, up 47% quarter-over-quarter.
- 10 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q1 2021 and 6 closed out, a net change of +4 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q1 2021 was Ameriprise, an estimated $9.96M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q1 2021 was Flow Traders U.S., an estimated $3.45M sold.
Based on aggregated 13F filings for Q1 2021.