Schwab Fundamental US Large Company Index ETF
FNDX
218 hedge funds and large institutions have $4.4B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 77 increasing their positions, 58 reducing their positions, and 17 closing their positions.
165% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 17
33% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 58
20% more capital invested
Capital invested by funds: $3.66B → $4.4B (+$738M)
15% more funds holding
Funds holding: 190 → 218 (+28)
12% more funds holding in top 10
Funds holding in top 10: 17 → 19 (+2)
1.39% more ownership
Funds ownership: 243.2% → 244.59% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$102M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$6.88M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.93M |
| 4 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$3.34M |
| 5 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$12.4M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$7.79M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$6.7M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$3.01M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.71M |
FNDX Hedge Fund Activity: Q4 2020 in Review
218 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2020, worth a combined $4.4B — up 20% from $3.66B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new FNDX positions and 17 closed out — a net gain of 28 holders — while 77 added to existing stakes and 58 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $102M. The largest seller was Victory Capital Management, cutting an estimated $12.4M.
- 218 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2020, up from 190 in Q3 2020.
- Funds reported $4.4B of Schwab Fundamental US Large Company Index ETF stock for Q4 2020, up 20% quarter-over-quarter.
- 45 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2020 and 17 closed out, a net change of +28 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2020 was Charles Schwab Investment Advisory, an estimated $102M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2020 was Victory Capital Management, an estimated $12.4M sold.
Based on aggregated 13F filings for Q4 2020.