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Schwab Fundamental US Broad Market Index ETF
FNDB

82 hedge funds and large institutions have $84.9M invested in Schwab Fundamental US Broad Market Index ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

47% more capital invested

Capital invested by funds: $57.7M → $84.9M (+$27.2M)

13.55% more ownership

Funds ownership: 64.96% → 78.51% (+14%)

5% more funds holding

Funds holding: 78 → 82 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
20
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$9.96M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.05M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.33M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.26M
5
WANY
Wealthspire Advisors (New York)
New York
+$1.15M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$3.45M
2
AL
ADE LLC
Maryland
-$1.55M
3
CCA
Cobblestone Capital Advisors
New York
-$426K
4
OWM
Opes Wealth Management
California
-$312K
5
TIM
Total Investment Management
Arizona
-$306K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$10.5M +$9.96M +614,241 New
HighTower Advisors
2
HighTower Advisors
Illinois
$8.78M -$168K -10,371 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.54M +$8.05M +496,872 +16,866%
OWM
4
Opes Wealth Management
California
$8.12M -$312K -19,227 -4%
LRIA
5
Leonard Rickey Investment Advisors
Washington
$3.47M -$104K -6,408 -3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.26M +$1.26M +77,808 +69%
TAM
7
Townsend Asset Management
North Carolina
$3.09M +$35.7K +2,202 +1%
CC
8
Callan Capital
California
$3.06M -$12.6K -777 -0.4%
CMO
9
Covenant Multifamily Offices
Texas
$2.79M +$310K +19,113 +13%
HWA
10
HHM Wealth Advisors
Tennessee
$2.64M +$42.2K +2,601 +2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.84M +$1.33M +82,041 +323%
RDWM
12
Red Door Wealth Management
Tennessee
$1.56M – – –
PA
13
Paracle Advisors
Washington
$1.29M +$73.8K +4,551 +6%
CGL
14
Clarius Group LLC
Washington
$1.22M – – –
WANY
15
Wealthspire Advisors (New York)
New York
$1.21M +$1.15M +70,845 New
Goldman Sachs
16
Goldman Sachs
New York
$1.21M -$110K -6,786 -9%
Osaic Holdings
17
Osaic Holdings
Arizona
$973K +$8.75K +540 +1%
QCG
18
Quadrant Capital Group
Ohio
$945K – – –
CWC
19
Carolinas Wealth Consulting
North Carolina
$923K +$3.21K +198 +0.4%
Chevy Chase Trust
20
Chevy Chase Trust
Maryland
$915K +$144K +8,904 +20%
VCM
21
Vigilant Capital Management
Maine
$882K +$836K +51,570 New
JCIA
22
Jackson Creek Investment Advisors
Colorado
$793K +$64.7K +3,990 +9%
SWM
23
SeaCrest Wealth Management
New York
$774K -$1.8K -111 -0.2%
MG
24
Mather Group
Illinois
$762K – – –
HCIA
25
Hochman Cole Investment Advisors
Illinois
$742K -$827 -51 -0.1%
1
2 3 4

FNDB Hedge Fund Activity: Q1 2021 in Review

82 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q1 2021, worth a combined $84.9M — up 47% from $57.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FNDB positions and 6 closed out — a net gain of 4 holders — while 20 added to existing stakes and 20 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $9.96M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.45M sold.

  • 82 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q1 2021, up from 78 in Q4 2020.
  • Funds reported $84.9M of Schwab Fundamental US Broad Market Index ETF stock for Q1 2021, up 47% quarter-over-quarter.
  • 10 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q1 2021 and 6 closed out, a net change of +4 holders.
  • The largest Schwab Fundamental US Broad Market Index ETF buyer in Q1 2021 was Ameriprise, an estimated $9.96M added.
  • The largest Schwab Fundamental US Broad Market Index ETF seller in Q1 2021 was Flow Traders U.S., an estimated $3.45M sold.

Based on aggregated 13F filings for Q1 2021.