Schwab Fundamental US Broad Market Index ETF
FNDB
21 hedge funds and large institutions have $74.3M invested in Schwab Fundamental US Broad Market Index ETF in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 4 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
15% more capital invested
Capital invested by funds: $64.4M → $74.3M (+$9.87M)
11% more funds holding
Funds holding: 19 → 21 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
17.43% less ownership
Funds ownership: 140.79% → 123.37% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$2.17M |
| 2 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$1.94M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.05M |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$820K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$606K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Chevy Chase Trust
Bethesda,
Maryland
|
-$935K |
| 2 |
Jane Street
New York
|
-$737K |
| 3 |
BDF
Balasa Dinverno & Foltz
|
-$208K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$59K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$29.3K |
FNDB Hedge Fund Activity: Q4 2014 in Review
21 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q4 2014, worth a combined $74.3M — up 15% from $64.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FNDB positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 3 trimmed.
The largest buyer was SFMG Wealth Advisors, adding an estimated $2.17M. The largest seller was Chevy Chase Trust, cutting an estimated $935K.
- 21 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q4 2014, up from 19 in Q3 2014.
- Funds reported $74.3M of Schwab Fundamental US Broad Market Index ETF stock for Q4 2014, up 15% quarter-over-quarter.
- 7 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q4 2014 and 4 closed out, a net change of +3 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q4 2014 was SFMG Wealth Advisors, an estimated $2.17M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q4 2014 was Chevy Chase Trust, an estimated $935K sold.
Based on aggregated 13F filings for Q4 2014.