Schwab Fundamental US Large Company Index ETF
FNDX
196 hedge funds and large institutions have $3.45B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 85 reducing their positions, and 30 closing their positions.
3% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 30
0% more funds holding
Funds holding: 196 → 196 (0)
16% less funds holding in top 10
Funds holding in top 10: 19 → 16 (-3)
18% less capital invested
Capital invested by funds: $4.2B → $3.45B (-$752M)
22.26% less ownership
Funds ownership: 262.44% → 240.18% (-22%)
44% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 85
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1K | -102 | Closed |
|
|
LF
227
Lee Financial
Dallas,
Texas
| – | +$424 | +36 | New |
|
FNDX Hedge Fund Activity: Q2 2020 in Review
196 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q2 2020, worth a combined $3.45B — down 18% from $4.2B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new FNDX positions and 30 closed out — a net gain of 1 holder — while 48 added to existing stakes and 85 trimmed.
The largest buyer was Opes Wealth Management, adding an estimated $7.38M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $1.34B.
- 196 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $3.45B of Schwab Fundamental US Large Company Index ETF stock for Q2 2020, down 18% quarter-over-quarter.
- 31 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q2 2020 and 30 closed out, a net change of +1 holder.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q2 2020 was Opes Wealth Management, an estimated $7.38M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q2 2020 was Charles Schwab Investment Advisory, an estimated $1.34B sold.
Based on aggregated 13F filings for Q2 2020.