Schwab Fundamental US Large Company Index ETF
FNDX
354 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 152 increasing their positions, 102 reducing their positions, and 34 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 102
3% more funds holding in top 10
Funds holding in top 10: 38 → 39 (+1)
0.92% more ownership
Funds ownership: 245.2% → 246.11% (+0.92%)
0% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 34
1% less funds holding
Funds holding: 357 → 354 (-3)
2% less capital invested
Capital invested by funds: $7.21B → $7.03B (-$179M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$267M |
| 2 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$14M |
| 3 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$13.6M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$8.92M |
| 5 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$8.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$24.6M |
| 2 |
QCG
Quadrant Capital Group
Cincinnati,
Ohio
|
-$14M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.72M |
| 4 |
BFA
BMS Financial Advisors
Rapid City,
South Dakota
|
-$5.49M |
| 5 |
CC
Callan Capital
La Jolla,
California
|
-$4.92M |
FNDX Hedge Fund Activity: Q3 2022 in Review
354 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q3 2022, worth a combined $7.03B — down 2.5% from $7.21B a quarter earlier.
Fund positioning in FNDX was balanced in Q3 2022: 34 funds opened new positions, 34 closed out, 152 added to existing stakes and 102 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $267M. The largest seller was Bogart Wealth LLC, cutting an estimated $24.6M.
- 354 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q3 2022, down from 357 in Q2 2022.
- Funds reported $7.03B of Schwab Fundamental US Large Company Index ETF stock for Q3 2022, down 2.5% quarter-over-quarter.
- 34 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q3 2022 and 34 closed out, a net change of 0 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q3 2022 was Charles Schwab Investment Advisory, an estimated $267M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q3 2022 was Bogart Wealth LLC, an estimated $24.6M sold.
Based on aggregated 13F filings for Q3 2022.