Schwab Fundamental US Broad Market Index ETF
FNDB
60 hedge funds and large institutions have $66M invested in Schwab Fundamental US Broad Market Index ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 10 closing their positions.
5% more capital invested
Capital invested by funds: $62.6M → $66M (+$3.32M)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
2% less funds holding
Funds holding: 61 → 60 (-1)
4.1% less ownership
Funds ownership: 76.32% → 72.22% (-4.1%)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.33M |
| 2 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$754K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$537K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$473K |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$450K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Callan Capital
La Jolla,
California
|
-$3.84M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$1.51M |
| 3 |
TPW
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
-$1.06M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$928K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$888K |
FNDB Hedge Fund Activity: Q1 2019 in Review
60 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q1 2019, worth a combined $66M — up 5.3% from $62.6M a quarter earlier.
Fund positioning in FNDB was balanced in Q1 2019: 10 funds opened new positions, 10 closed out, 17 added to existing stakes and 19 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.33M. The largest seller was Callan Capital, cutting an estimated $3.84M.
- 60 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q1 2019, down from 61 in Q4 2018.
- Funds reported $66M of Schwab Fundamental US Broad Market Index ETF stock for Q1 2019, up 5.3% quarter-over-quarter.
- 10 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q1 2019 and 10 closed out, a net change of 0 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q1 2019 was Citadel Advisors, an estimated $1.33M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q1 2019 was Callan Capital, an estimated $3.84M sold.
Based on aggregated 13F filings for Q1 2019.