We are live on
!
Find out more
Schwab Fundamental US Large Company Index ETF
FNDX
FNDX
82 hedge funds and large institutions have $2.17B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 18
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
20% more capital invested
Capital invested by funds: $1.8B → $2.17B (+$367M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
7.23% more ownership
Funds ownership: 231.42% → 238.66% (+7.2%)
6% more funds holding
Funds holding: 77 → 82 (+5)
Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
2.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
13
Increased
36
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$13.7M |
| 2 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
-$2.08M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.95M |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$772K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$582K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DOA
76
D'Orazio & Associates
Falls Church,
Virginia
| $4K | +$3.64K | +324 | New |
|
|
IA
77
IFP Advisors
Tampa,
Florida
| $3K | – | – | – |
|
|
SHJ
78
Sharkey, Howes & Javer
Denver,
Colorado
| $2K | – | – | – |
|
79
US Bancorp
Minneapolis,
Minnesota
| $1K | -$101K | -9,000 | -99% |
|
80
Wells Fargo
San Francisco,
California
| $1K | +$843 | +75 | New |
|
|
IWM
81
IHT Wealth Management
Chicago,
Illinois
| $1 | – | – | – |
|
|
82
Comerica Bank
Dallas,
Texas
| – | -$772K | -68,475 | Closed |
|
|
BP
83
BBR Partners
New York
| – | -$323K | -28,680 | Closed |
|
|
EWA
84
EP Wealth Advisors
Torrance,
California
| – | -$286K | -25,374 | Closed |
|
|
CPA
85
Capital Planning Advisors
Roseville,
California
| – | -$278K | -24,690 | Closed |
|
|
OAJ
86
Ogorek Anthony Joseph
Williamsville,
New York
| – | -$87K | -7,749 | Closed |
|
|
IF
87
Ironwood Financial
Tucson,
Arizona
| – | -$7K | -645 | Closed |
|
88
First Manhattan
New York
| – | -$4K | -417 | Closed |
|
89
SEI Investments
Oaks,
Pennsylvania
| – | -$2K | -180 | Closed |
|