Schwab Fundamental US Large Company Index ETF
FNDX
362 hedge funds and large institutions have $7.5B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 136 increasing their positions, 79 reducing their positions, and 23 closing their positions.
287% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 23
72% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 79
44% more funds holding in top 10
Funds holding in top 10: 25 → 36 (+11)
28% more capital invested
Capital invested by funds: $5.87B → $7.5B (+$1.63B)
20% more funds holding
Funds holding: 302 → 362 (+60)
10.79% more ownership
Funds ownership: 244% → 254.79% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$346M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$175M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$138M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$114M |
| 5 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
+$45.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$21.6M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$15.6M |
| 3 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
-$3.11M |
| 4 |
FC
FCA Corp
Houston,
Texas
|
-$3.01M |
| 5 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$1.79M |
FNDX Hedge Fund Activity: Q4 2021 in Review
362 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2021, worth a combined $7.5B — up 28% from $5.87B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new FNDX positions and 23 closed out — a net gain of 66 holders — while 136 added to existing stakes and 79 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $346M. The largest seller was Charles Schwab Trust, cutting an estimated $21.6M.
- 362 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2021, up from 302 in Q3 2021.
- Funds reported $7.5B of Schwab Fundamental US Large Company Index ETF stock for Q4 2021, up 28% quarter-over-quarter.
- 89 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2021 and 23 closed out, a net change of +66 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $346M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2021 was Charles Schwab Trust, an estimated $21.6M sold.
Based on aggregated 13F filings for Q4 2021.