Schwab Fundamental US Broad Market Index ETF
FNDB
89 hedge funds and large institutions have $117M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 11 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
42% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 24
4.32% less ownership
Funds ownership: 91.76% → 87.43% (-4.3%)
8% less capital invested
Capital invested by funds: $127M → $117M (-$10M)
10% less funds holding
Funds holding: 99 → 89 (-10)
73% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Callan Capital
La Jolla,
California
|
+$7.12M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.03M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.8M |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$1.11M |
| 5 |
CFO
CVA Family Office
Denver,
Colorado
|
+$860K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.95M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$999K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$985K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$980K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$737K |
FNDB Hedge Fund Activity: Q3 2022 in Review
89 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q3 2022, worth a combined $117M — down 7.9% from $127M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FNDB and 3 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 34 added.
The largest buyer was Callan Capital, adding an estimated $7.12M. The largest seller was Ameriprise, cutting an estimated $9.95M.
- 89 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q3 2022, down from 99 in Q2 2022.
- Funds reported $117M of Schwab Fundamental US Broad Market Index ETF stock for Q3 2022, down 7.9% quarter-over-quarter.
- 3 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q3 2022 and 11 closed out, a net change of -8 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q3 2022 was Callan Capital, an estimated $7.12M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q3 2022 was Ameriprise, an estimated $9.95M sold.
Based on aggregated 13F filings for Q3 2022.