Schwab Fundamental US Broad Market Index ETF
FNDB
5 hedge funds and large institutions have $3.96M invested in Schwab Fundamental US Broad Market Index ETF in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
339% more capital invested
Capital invested by funds: $904K → $3.96M (+$3.06M)
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
150% more funds holding
Funds holding: 2 → 5 (+3)
2.4% more ownership
Funds ownership: 31.19% → 33.6% (+2.4%)
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFG
1
Bouchey Financial Group
Troy,
New York
| $1.86M | +$1.79M | +205,560 | New |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $1.08M | +$1.04M | +118,818 | New |
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $990K | +$18.8K | +2,151 | +2% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $34K | +$32.6K | +3,741 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| – | -$22K | -2,700 | Closed |
|
|
BBPWM
6
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | +$26 | +3 | New |
|
FNDB Hedge Fund Activity: Q4 2013 in Review
5 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q4 2013, worth a combined $3.96M — up 339% from $904K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FNDB positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $1.04M. The largest seller was Bank of America, exiting entirely with an estimated $22K sold.
- 5 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q4 2013, up from 2 in Q3 2013.
- Funds reported $3.96M of Schwab Fundamental US Broad Market Index ETF stock for Q4 2013, up 339% quarter-over-quarter.
- 4 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q4 2013 and 1 closed out, a net change of +3 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q4 2013 was Atria Investments, an estimated $1.04M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q4 2013 was Bank of America, an estimated $22K sold.
Based on aggregated 13F filings for Q4 2013.