Schwab Fundamental US Broad Market Index ETF
FNDB
41 hedge funds and large institutions have $100M invested in Schwab Fundamental US Broad Market Index ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
14% more capital inflows, than outflows
Capital inflows: $7.56M | Capital outflows: $6.66M
3% more funds holding
Funds holding: 40 → 41 (+1)
1.28% more ownership
Funds ownership: 36.76% → 38.04% (+1.3%)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.68M |
| 2 |
Ancora Advisors
Cleveland,
Ohio
|
+$1.6M |
| 3 |
OA
Opes Advisors
Cupertino,
California
|
+$1.47M |
| 4 |
SFMG Wealth Advisors
Plano,
Texas
|
+$1.19M |
| 5 |
Jane Street
New York
|
+$720K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Millie Capital Management
Walnut Creek,
California
|
-$3.48M |
| 2 |
Chevy Chase Trust
Bethesda,
Maryland
|
-$1.54M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$965K |
| 4 |
Callan Capital
La Jolla,
California
|
-$179K |
| 5 |
ProVise Management Group
Clearwater,
Florida
|
-$119K |
FNDB Hedge Fund Activity: Q2 2017 in Review
41 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q2 2017, worth a combined $100M — up 1.3% from $98.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FNDB positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 12 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.68M. The largest seller was Millie Capital Management, exiting entirely with an estimated $3.48M sold.
- 41 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q2 2017, up from 40 in Q1 2017.
- Funds reported $100M of Schwab Fundamental US Broad Market Index ETF stock for Q2 2017, up 1.3% quarter-over-quarter.
- 4 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q2 2017 and 2 closed out, a net change of +2 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q2 2017 was Susquehanna International Group, an estimated $1.68M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q2 2017 was Millie Capital Management, an estimated $3.48M sold.
Based on aggregated 13F filings for Q2 2017.