Schwab Fundamental US Large Company Index ETF
FNDX
190 hedge funds and large institutions have $3.66B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 24 closing their positions.
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
6% more capital invested
Capital invested by funds: $3.45B → $3.66B (+$213M)
3.02% more ownership
Funds ownership: 240.18% → 243.2% (+3%)
2% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 62
8% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 24
3% less funds holding
Funds holding: 196 → 190 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$20.3M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$9.02M |
| 3 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$5.93M |
| 4 |
CC
Callan Capital
La Jolla,
California
|
+$3.76M |
| 5 |
YAL
Your Advocates Ltd
Houston,
Texas
|
+$3.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$7.97M |
| 2 |
TA
Tiedemann Advisors
New York
|
-$4.84M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.29M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$3.06M |
FNDX Hedge Fund Activity: Q3 2020 in Review
190 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q3 2020, worth a combined $3.66B — up 6.2% from $3.45B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of FNDX and 22 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 63 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $20.3M. The largest seller was Victory Capital Management, cutting an estimated $7.97M.
- 190 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q3 2020, down from 196 in Q2 2020.
- Funds reported $3.66B of Schwab Fundamental US Large Company Index ETF stock for Q3 2020, up 6.2% quarter-over-quarter.
- 22 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q3 2020 and 24 closed out, a net change of -2 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q3 2020 was Charles Schwab Investment Advisory, an estimated $20.3M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q3 2020 was Victory Capital Management, an estimated $7.97M sold.
Based on aggregated 13F filings for Q3 2020.