Schwab Fundamental US Broad Market Index ETF
FNDB
99 hedge funds and large institutions have $127M invested in Schwab Fundamental US Broad Market Index ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 6 closing their positions.
176% more capital inflows, than outflows
Capital inflows: $22M | Capital outflows: $7.97M
77% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 22
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
4% more funds holding
Funds holding: 95 → 99 (+4)
1.61% more ownership
Funds ownership: 28.97% → 30.59% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Callan Capital
La Jolla,
California
|
+$13.3M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
+$1.69M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.07M |
| 4 |
WFA
Wade Financial Advisory
Campbell,
California
|
+$927K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$871K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Trek Financial
Scottsdale,
Arizona
|
-$5.46M |
| 2 |
Flow Traders U.S.
New York
|
-$529K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$330K |
| 4 |
Spire Wealth Management
Mclean,
Virginia
|
-$321K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$204K |
FNDB Hedge Fund Activity: Q2 2022 in Review
99 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q2 2022, worth a combined $127M — down 2.8% from $131M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FNDB positions and 6 closed out — a net gain of 4 holders — while 39 added to existing stakes and 22 trimmed.
The largest buyer was Callan Capital, adding an estimated $13.3M. The largest seller was Trek Financial, exiting entirely with an estimated $5.46M sold.
- 99 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q2 2022, up from 95 in Q1 2022.
- Funds reported $127M of Schwab Fundamental US Broad Market Index ETF stock for Q2 2022, down 2.8% quarter-over-quarter.
- 10 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q2 2022 and 6 closed out, a net change of +4 holders.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q2 2022 was Callan Capital, an estimated $13.3M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q2 2022 was Trek Financial, an estimated $5.46M sold.
Based on aggregated 13F filings for Q2 2022.