Schwab Fundamental US Broad Market Index ETF
FNDB
FNDB
71 hedge funds and large institutions have $62.3M invested in Schwab Fundamental US Broad Market Index ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
23% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 26
26% less capital invested
Capital invested by funds: $84.2M → $62.3M (-$21.9M)
Holders
71
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$2.09M | |
| 2 | +$1.72M | |
| 3 | +$743K | |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
+$725K |
| 5 |
CC
Callan Capital
La Jolla,
California
|
+$697K |
Top Sellers
| 1 | -$1.14M | |
| 2 | -$707K | |
| 3 | -$666K | |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$490K |
| 5 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
-$377K |