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Schwab Fundamental US Large Company Index ETF
FNDX

535 hedge funds and large institutions have $12.4B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 208 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 37

42% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 146

7% more funds holding

Funds holding: 501 → 535 (+34)

2% more funds holding in top 10

Funds holding in top 10: 53 → 54 (+1)

1% more capital invested

Capital invested by funds: $12.3B → $12.4B (+$148M)

1.26% less ownership

Funds ownership: 242.2% → 240.94% (-1.3%)

Holders
535
Holders Change
+34
Holders Change %
+6.79%
% of All Funds
7.73%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.78%
New
78
Increased
208
Reduced
146
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$8.54B
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$86.6M
3
Osaic Holdings
Osaic Holdings
Arizona
+$17.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.7M
5
OIA
OneDigital Investment Advisors
Kansas
+$11.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$28.2M
2
LNC
Lincoln National Corp
Pennsylvania
-$25.6M
3
AA
ALPS Advisors
Colorado
-$13.5M
4
TWM
Tradition Wealth Management
Minnesota
-$6.19M
5
SAW
Signal Advisors Wealth
Michigan
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
226
Consolidated Portfolio Review Corp
New York
$989K +$977K +44,310 New
AC
227
Avestar Capital
New York
$972K – – –
LFS
228
Legacy Financial Strategies
Kansas
$921K +$907K +41,145 New
PCMC
229
Private Capital Management (Colorado)
Colorado
$914K -$42.9K -1,947 -5%
Renaissance Technologies
230
Renaissance Technologies
New York
$891K -$3.07M -139,200 -78%
SSWM
231
Sheets Smith Wealth Management
North Carolina
$886K +$60.7K +2,754 +7%
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$882K +$48.9K +2,217 +6%
Jane Street
233
Jane Street
New York
$875K +$864K +39,171 New
BCI
234
Brinker Capital Investments
Pennsylvania
$874K -$79K -3,582 -8%
OPS
235
Orion Portfolio Solutions
Nebraska
$874K -$79K -3,582 -8%
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
$873K +$862K +39,093 New
AC
237
Apella Capital
Connecticut
$832K +$259K +11,733 +46%
SFG
238
Sage Financial Group
Pennsylvania
$823K +$59.9K +2,715 +8%
WPC
239
Wedmont Private Capital
Pennsylvania
$814K – – –
VF
240
VitalStone Financial
Texas
$805K -$45.8K -2,079 -5%
MNA
241
Manning & Napier Advisors
New York
$804K +$794K +36,000 New
TAM
242
Townsend Asset Management
North Carolina
$797K – – –
CCA
243
Clarity Capital Advisors
Florida
$778K – – –
AAS
244
Asset Allocation Strategies
Michigan
$770K +$760K +34,485 New
CCM
245
Chilton Capital Management
Texas
$743K -$61.5K -2,790 -8%
Goldman Sachs
246
Goldman Sachs
New York
$738K +$728K +33,036 New
ECM
247
Evergreen Capital Management
Washington
$723K – – –
LFG
248
Larson Financial Group
Missouri
$716K +$412K +18,693 +140%
IAN
249
Integrated Advisors Network
Texas
$713K -$5.82K -264 -0.8%
PWM
250
Power Wealth Management
Georgia
$712K +$703K +31,890 New
8 9
10
11 12

FNDX Hedge Fund Activity: Q2 2024 in Review

535 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q2 2024, worth a combined $12.4B — up 1.2% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new FNDX positions and 37 closed out — a net gain of 41 holders — while 208 added to existing stakes and 146 trimmed.

The largest buyer was Charles Schwab, adding an estimated $8.54B. The largest seller was Ameriprise, cutting an estimated $28.2M.

  • 535 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q2 2024, up from 501 in Q1 2024.
  • Funds reported $12.4B of Schwab Fundamental US Large Company Index ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
  • 78 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q2 2024 and 37 closed out, a net change of +41 holders.
  • The largest Schwab Fundamental US Large Company Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $8.54B added.
  • The largest Schwab Fundamental US Large Company Index ETF seller in Q2 2024 was Ameriprise, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2024.