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Schwab Fundamental US Large Company Index ETF
FNDX
FNDX
388 hedge funds and large institutions have $8.7B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.
New
Increased
Maintained
Reduced
Closed
121% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 34
71% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 93
24% more capital invested
Capital invested by funds: $7.03B → $8.7B (+$1.67B)
18% more funds holding in top 10
Funds holding in top 10: 39 → 46 (+7)
10% more funds holding
Funds holding: 354 → 388 (+34)
2.38% less ownership
Funds ownership: 246.11% → 243.73% (-2.4%)
Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.24%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
75
Increased
159
Reduced
93
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
WTA
Washington Trust Advisors
Wellesley,
Massachusetts
|
-$39.3M |
| 2 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$12.3M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$9.82M |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$9.19M |
| 5 |
Morgan Stanley
New York
|
-$8.3M |