Schwab Fundamental US Broad Market Index ETF
FNDB
19 hedge funds and large institutions have $64.4M invested in Schwab Fundamental US Broad Market Index ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
137% more capital invested
Capital invested by funds: $27.2M → $64.4M (+$37.2M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
44.14% more ownership
Funds ownership: 96.65% → 140.79% (+44%)
36% more funds holding
Funds holding: 14 → 19 (+5)
Top Buyers
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$25.7M |
| 2 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$8.08M |
| 3 |
Jane Street
New York
|
+$1.82M |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$1.63M |
| 5 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$1.17M |
Top Sellers
FNDB Hedge Fund Activity: Q3 2014 in Review
19 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q3 2014, worth a combined $64.4M — up 137% from $27.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FNDB positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $25.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.39M sold.
- 19 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q3 2014, up from 14 in Q2 2014.
- Funds reported $64.4M of Schwab Fundamental US Broad Market Index ETF stock for Q3 2014, up 137% quarter-over-quarter.
- 8 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q3 2014 and 3 closed out, a net change of +5 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q3 2014 was SFMG Wealth Advisors, an estimated $25.7M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q3 2014 was Susquehanna International Group, an estimated $1.39M sold.
Based on aggregated 13F filings for Q3 2014.