Schwab Fundamental US Broad Market Index ETF
FNDB
134 hedge funds and large institutions have $252M invested in Schwab Fundamental US Broad Market Index ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 11 closing their positions.
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
0% more funds holding
Funds holding: 134 → 134 (0)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1% less capital invested
Capital invested by funds: $254M → $252M (-$2.29M)
3.12% less ownership
Funds ownership: 102.74% → 99.62% (-3.1%)
21% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
+$1.39M |
| 2 |
KFS
Kaizen Financial Strategies
Campbell,
California
|
+$797K |
| 3 |
Goldman Sachs
New York
|
+$668K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$667K |
| 5 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$660K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$799K |
| 3 |
MIA
Milestone Investment Advisors
Middleton,
Wisconsin
|
-$688K |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$651K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$477K |
FNDB Hedge Fund Activity: Q2 2024 in Review
134 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Broad Market Index ETF (FNDB) for Q2 2024, worth a combined $252M — down 0.9% from $254M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FNDB positions and 11 closed out — a net gain of 1 holder — while 34 added to existing stakes and 43 trimmed.
The largest buyer was Mezzasalma Advisors, adding an estimated $1.39M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.9M sold.
- 134 institutional investors held Schwab Fundamental US Broad Market Index ETF (FNDB) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $252M of Schwab Fundamental US Broad Market Index ETF stock for Q2 2024, down 0.9% quarter-over-quarter.
- 12 funds opened new Schwab Fundamental US Broad Market Index ETF positions in Q2 2024 and 11 closed out, a net change of +1 holder.
- The largest Schwab Fundamental US Broad Market Index ETF buyer in Q2 2024 was Mezzasalma Advisors, an estimated $1.39M added.
- The largest Schwab Fundamental US Broad Market Index ETF seller in Q2 2024 was Citadel Advisors, an estimated $1.9M sold.
Based on aggregated 13F filings for Q2 2024.