Schwab Fundamental US Large Company Index ETF
FNDX
357 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 71 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 115
5% less funds holding in top 10
Funds holding in top 10: 40 → 38 (-2)
10% less funds holding
Funds holding: 397 → 357 (-40)
19.43% less ownership
Funds ownership: 264.62% → 245.2% (-19%)
20% less capital invested
Capital invested by funds: $9.03B → $7.21B (-$1.81B)
51% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$1.2B |
| 2 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$25.8M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$16.8M |
| 4 |
AA
Ashford Advisors
Pittsford,
New York
|
+$10.1M |
| 5 |
LF
Lee Financial
Dallas,
Texas
|
+$9.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$887M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$437M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$342M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$112M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$84.2M |
FNDX Hedge Fund Activity: Q2 2022 in Review
357 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q2 2022, worth a combined $7.21B — down 20% from $9.03B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of FNDX and 35 opened new positions — a net loss of 36 holders — while 115 trimmed existing stakes and 143 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $1.2B. The largest seller was Envestnet Asset Management, cutting an estimated $887M.
- 357 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q2 2022, down from 397 in Q1 2022.
- Funds reported $7.21B of Schwab Fundamental US Large Company Index ETF stock for Q2 2022, down 20% quarter-over-quarter.
- 35 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q2 2022 and 71 closed out, a net change of -36 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $1.2B added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $887M sold.
Based on aggregated 13F filings for Q2 2022.