Schwab Fundamental US Broad Market Index ETF
FNDB
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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
7% less funds holding
Funds holding: 41 → 38 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Holders
38
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$760K | |
| 2 | +$682K | |
| 3 | +$674K | |
| 4 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$582K |
| 5 |
BDF
Balasa Dinverno & Foltz
|
+$519K |
Top Sellers
| 1 | -$1.67M | |
| 2 | -$1.61M | |
| 3 | -$310K | |
| 4 |
TPW
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
-$265K |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$203K |