Schwab Fundamental US Broad Market Index ETF
FNDB
46 hedge funds and large institutions have $73.4M invested in Schwab Fundamental US Broad Market Index ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 46 → 46 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
10.15% less ownership
Funds ownership: 38.83% → 28.68% (-10%)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
81% less capital inflows, than outflows
Capital inflows: $9.27M | Capital outflows: $47.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Callan Capital
La Jolla,
California
|
+$1.97M |
| 2 |
OA
Opes Advisors
Cupertino,
California
|
+$1.72M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.48M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.36M |
| 5 |
Jane Street
New York
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFMG Wealth Advisors
Plano,
Texas
|
-$42M |
| 2 |
Chevy Chase Trust
Bethesda,
Maryland
|
-$3.03M |
| 3 |
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
-$1.64M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$268K |
| 5 |
LPL Financial
San Diego,
California
|
-$148K |
FNDB Hedge Fund Activity: Q1 2018 in Review
46 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q1 2018, worth a combined $73.4M — down 35% from $113M a quarter earlier.
Fund positioning in FNDB was balanced in Q1 2018: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 15 trimmed.
The largest buyer was Callan Capital, adding an estimated $1.97M. The largest seller was SFMG Wealth Advisors, cutting an estimated $42M.
- 46 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $73.4M of Schwab Fundamental US Broad Market Index ETF stock for Q1 2018, down 35% quarter-over-quarter.
- 4 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q1 2018 and 4 closed out, a net change of 0 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q1 2018 was Callan Capital, an estimated $1.97M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q1 2018 was SFMG Wealth Advisors, an estimated $42M sold.
Based on aggregated 13F filings for Q1 2018.