Schwab Fundamental US Broad Market Index ETF
FNDB
38 hedge funds and large institutions have $103M invested in Schwab Fundamental US Broad Market Index ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 6 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.37% less ownership
Funds ownership: 38.04% → 37.67% (-0.37%)
7% less funds holding
Funds holding: 41 → 38 (-3)
21% less capital inflows, than outflows
Capital inflows: $3.53M | Capital outflows: $4.49M
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$740K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$664K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$656K |
| 4 |
SFMG Wealth Advisors
Plano,
Texas
|
+$567K |
| 5 |
OA
Opes Advisors
Cupertino,
California
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.63M |
| 2 |
Ancora Advisors
Cleveland,
Ohio
|
-$1.61M |
| 3 |
Jane Street
New York
|
-$302K |
| 4 |
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
-$259K |
| 5 |
ProVise Management Group
Clearwater,
Florida
|
-$203K |
FNDB Hedge Fund Activity: Q3 2017 in Review
38 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q3 2017, worth a combined $103M — up 3.1% from $100M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FNDB and 3 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 13 added.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $740K. The largest seller was Ameriprise, cutting an estimated $1.63M.
- 38 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q3 2017, down from 41 in Q2 2017.
- Funds reported $103M of Schwab Fundamental US Broad Market Index ETF stock for Q3 2017, up 3.1% quarter-over-quarter.
- 3 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q3 2017 and 6 closed out, a net change of -3 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q3 2017 was Retirement Planning Group (Kansas), an estimated $740K added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q3 2017 was Ameriprise, an estimated $1.63M sold.
Based on aggregated 13F filings for Q3 2017.