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Schwab Fundamental US Large Company Index ETF
FNDX

113 hedge funds and large institutions have $3.11B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 5

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

31% more funds holding

Funds holding: 86 → 113 (+27)

22% more capital invested

Capital invested by funds: $2.54B → $3.11B (+$567M)

9.9% more ownership

Funds ownership: 239.77% → 249.67% (+9.9%)

Holders
113
Holders Change
+27
Holders Change %
+31.4%
% of All Funds
2.56%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.25%
New
32
Increased
36
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$313M
2
TA
Tiedemann Advisors
New York
+$22.2M
3
OFG
Oxford Financial Group
Indiana
+$2.79M
4
MFP
Mosaic Financial Partners
California
+$1.09M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.07M

Top Sellers

1
ZCA
Zeke Capital Advisors
Pennsylvania
-$4.76M
2
TSS
Two Sigma Securities
New York
-$2.44M
3
Jane Street
Jane Street
New York
-$1.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$998K
5
AssetMark Inc
AssetMark Inc
California
-$761K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
51
Cahill Financial Advisors
Minnesota
$643K -$9.13K -756 -1%
WTB
52
Washington Trust Bank
Washington
$608K – – –
APSP
53
Asset Planning Services (Pennsylvania)
Pennsylvania
$591K +$3.01K +249 +0.5%
SCM
54
SOL Capital Management
Maryland
$581K – – –
W
55
Wealthfront
California
$544K +$79K +6,543 +18%
WCM
56
Whitener Capital Management
North Carolina
$527K +$510K +42,243 New
SFWA
57
Summit Financial Wealth Advisors
Louisiana
$488K +$190K +15,726 +67%
TRCT
58
Tower Research Capital (TRC)
New York
$428K +$291K +24,087 +236%
CA
59
Cambridge Advisors
Nebraska
$424K +$96K +7,953 +31%
CP
60
Camelot Portfolios
Ohio
$396K +$101K +8,349 +36%
NEGWA
61
New England Guild Wealth Advisors
Connecticut
$396K +$383K +31,725 New
Morgan Stanley
62
Morgan Stanley
New York
$390K -$37K -3,069 -9%
BC
63
Burleson & Co
California
$348K +$336K +27,864 New
LPL Financial
64
LPL Financial
California
$335K +$116K +9,645 +56%
SB
65
Suntrust Banks
Georgia
$325K – – –
Mariner
66
Mariner
Kansas
$320K +$309K +25,620 New
PA
67
PFG Advisors
Arizona
$304K +$294K +24,381 New
AF
68
Advisornet Financial
Minnesota
$288K +$278K +23,061 New
Luther King Capital Management (LKCM)
69
Luther King Capital Management (LKCM)
Texas
$282K – – –
MCM
70
Maryland Capital Management
Maryland
$281K +$271K +22,488 New
NDSI
71
Newman Dignan & Sheerar Inc
Rhode Island
$270K -$43.5K -3,600 -14%
NCM
72
Novare Capital Management
North Carolina
$252K +$244K +20,193 New
FM
73
Foster & Motley
Ohio
$240K +$232K +19,185 New
MCM
74
Mengis Capital Management
Oregon
$226K +$219K +18,132 New
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$209K +$202K +16,713 New
1 2
3
4 5

FNDX Hedge Fund Activity: Q4 2017 in Review

113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2017, worth a combined $3.11B — up 22% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FNDX positions and 5 closed out — a net gain of 27 holders — while 36 added to existing stakes and 24 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $313M. The largest seller was Zeke Capital Advisors, cutting an estimated $4.76M.

  • 113 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2017, up from 86 in Q3 2017.
  • Funds reported $3.11B of Schwab Fundamental US Large Company Index ETF stock for Q4 2017, up 22% quarter-over-quarter.
  • 32 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2017 and 5 closed out, a net change of +27 holders.
  • The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $313M added.
  • The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2017 was Zeke Capital Advisors, an estimated $4.76M sold.

Based on aggregated 13F filings for Q4 2017.