Schwab Fundamental US Broad Market Index ETF
FNDB
66 hedge funds and large institutions have $76.7M invested in Schwab Fundamental US Broad Market Index ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 5 closing their positions.
101% more capital inflows, than outflows
Capital inflows: $5.78M | Capital outflows: $2.87M
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
3% more funds holding
Funds holding: 64 → 66 (+2)
1.03% more ownership
Funds ownership: 25.75% → 26.78% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
42% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.27M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.03M |
| 3 |
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$665K |
| 4 |
Covenant Multifamily Offices
San Antonio,
Texas
|
+$341K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vigilant Capital Management
Portland,
Maine
|
-$1.51M |
| 2 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$290K |
| 3 |
WealthSource Partners
San Luis Obispo,
California
|
-$222K |
| 4 |
Advisor Group
Phoenix,
Arizona
|
-$91.9K |
| 5 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$87K |
FNDB Hedge Fund Activity: Q3 2019 in Review
66 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q3 2019, worth a combined $76.7M — up 5.2% from $73M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FNDB positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 26 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $3.27M. The largest seller was Vigilant Capital Management, cutting an estimated $1.51M.
- 66 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q3 2019, up from 64 in Q2 2019.
- Funds reported $76.7M of Schwab Fundamental US Broad Market Index ETF stock for Q3 2019, up 5.2% quarter-over-quarter.
- 7 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q3 2019 and 5 closed out, a net change of +2 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q3 2019 was Jane Street, an estimated $3.27M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q3 2019 was Vigilant Capital Management, an estimated $1.51M sold.
Based on aggregated 13F filings for Q3 2019.