Schwab Fundamental US Large Company Index ETF
FNDX
397 hedge funds and large institutions have $9.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 179 increasing their positions, 83 reducing their positions, and 30 closing their positions.
137% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 30
116% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 83
20% more capital invested
Capital invested by funds: $7.5B → $9.03B (+$1.53B)
11% more funds holding in top 10
Funds holding in top 10: 36 → 40 (+4)
9.83% more ownership
Funds ownership: 254.79% → 264.62% (+9.8%)
10% more funds holding
Funds holding: 362 → 397 (+35)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$601M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$304M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$214M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$74M |
| 5 |
Morgan Stanley
New York
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$12.6M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$5.9M |
| 3 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$3.41M |
| 4 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$3.1M |
| 5 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
-$2.1M |
FNDX Hedge Fund Activity: Q1 2022 in Review
397 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q1 2022, worth a combined $9.03B — up 20% from $7.5B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new FNDX positions and 30 closed out — a net gain of 41 holders — while 179 added to existing stakes and 83 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $601M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $12.6M.
- 397 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q1 2022, up from 362 in Q4 2021.
- Funds reported $9.03B of Schwab Fundamental US Large Company Index ETF stock for Q1 2022, up 20% quarter-over-quarter.
- 71 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q1 2022 and 30 closed out, a net change of +41 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $601M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q1 2022 was Charles Schwab Investment Advisory, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2022.