Schwab Fundamental US Broad Market Index ETF
FNDB
14 hedge funds and large institutions have $27.2M invested in Schwab Fundamental US Broad Market Index ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
110% more capital invested
Capital invested by funds: $12.9M → $27.2M (+$14.3M)
39.72% more ownership
Funds ownership: 56.93% → 96.65% (+40%)
27% more funds holding
Funds holding: 11 → 14 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$6.53M |
| 2 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$4.62M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.35M |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$766K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$271K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$521K |
| 2 |
Morgan Stanley
New York
|
-$441K |
| 3 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$2K |
FNDB Hedge Fund Activity: Q2 2014 in Review
14 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q2 2014, worth a combined $27.2M — up 110% from $12.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FNDB positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Bouchey Financial Group, adding an estimated $6.53M. The largest seller was Jane Street, cutting an estimated $521K.
- 14 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q2 2014, up from 11 in Q1 2014.
- Funds reported $27.2M of Schwab Fundamental US Broad Market Index ETF stock for Q2 2014, up 110% quarter-over-quarter.
- 5 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q2 2014 and 2 closed out, a net change of +3 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q2 2014 was Bouchey Financial Group, an estimated $6.53M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q2 2014 was Jane Street, an estimated $521K sold.
Based on aggregated 13F filings for Q2 2014.