Schwab Fundamental US Broad Market Index ETF
FNDB
107 hedge funds and large institutions have $148M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 5 closing their positions.
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
36% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 22
26% more capital invested
Capital invested by funds: $117M → $148M (+$30.2M)
20% more funds holding
Funds holding: 89 → 107 (+18)
7.77% more ownership
Funds ownership: 87.43% → 95.2% (+7.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.53M |
| 2 |
CC
Callan Capital
La Jolla,
California
|
+$2.13M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.56M |
| 4 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
+$1.46M |
| 5 |
FNC
First National Corp
Rockland,
Massachusetts
|
+$780K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.68M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.6M |
| 3 |
Jane Street
New York
|
-$771K |
| 4 |
TAM
Townsend Asset Management
Raleigh,
North Carolina
|
-$534K |
| 5 |
GFP
Guardian Financial Partners
Orange,
California
|
-$492K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
101
Harbour Investments
Madison,
Wisconsin
| $2.28K | – | – | – |
|
|
RDIA
102
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $2K | – | – | – |
|
|
FRA
103
Front Row Advisors
Tiburon,
California
| $1K | – | – | – |
|
|
GWM
104
Geneos Wealth Management
Englewood,
Colorado
| $842 | – | – | – |
|
|
CA
105
CoreCap Advisors
Southfield,
Michigan
| $737 | +$732 | +42 | New |
|
|
LWA
106
Lowe Wealth Advisors
Columbia,
Maryland
| $263 | – | – | – |
|
|
BWL
107
Bogart Wealth LLC
Mclean,
Virginia
| $107 | – | – | – |
|
|
108
Jane Street
New York
| – | -$771K | -49,083 | Closed |
|
|
MSFS
109
Main Street Financial Solutions
Newtown,
Pennsylvania
| – | -$258K | -16,413 | Closed |
|
|
OBWG
110
Onyx Bridge Wealth Group
Tarrytown,
New York
| – | -$220K | -13,833 | Closed |
|
|
CWM
111
Cedar Wealth Management
Walnut Creek,
California
| – | -$85K | -5,439 | Closed |
|
|
AIP
112
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$8K | -513 | Closed |
|
FNDB Hedge Fund Activity: Q4 2022 in Review
107 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q4 2022, worth a combined $148M — up 26% from $117M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FNDB positions and 5 closed out — a net gain of 19 holders — while 30 added to existing stakes and 22 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.53M. The largest seller was Royal Bank of Canada, cutting an estimated $6.68M.
- 107 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q4 2022, up from 89 in Q3 2022.
- Funds reported $148M of Schwab Fundamental US Broad Market Index ETF stock for Q4 2022, up 26% quarter-over-quarter.
- 24 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q4 2022 and 5 closed out, a net change of +19 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $4.53M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $6.68M sold.
Based on aggregated 13F filings for Q4 2022.