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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
CCA
76
Clearwater Capital Advisors
Illinois
$208K +$201K +16,668 New
PAG
77
Private Advisor Group
New Jersey
$202K -$30.1K -2,496 -13%
HFA
78
Huber Financial Advisors
Illinois
$200K +$193K +15,996 New
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$187K +$55.1K +4,566 +44%
WAM
80
Wealthspire Advisors (Maryland)
Maryland
$108K +$507 +42 +0.5%
ASN
81
Advisory Services Network
Georgia
$100K +$26.4K +2,190 +38%
PMFA
82
Plante Moran Financial Advisors
Michigan
$96K – – –
BC
83
Bartlett & Co
Ohio
$77K -$3.62K -300 -5%
KJWM
84
Kiley Juergens Wealth Management
Washington
$66K +$64.5K +5,340 New
FRA
85
Front Row Advisors
California
$65K +$63.2K +5,238 New
Wells Fargo
86
Wells Fargo
California
$59K +$56.9K +4,713 +6,284%
SFSIG
87
San Francisco Sentry Investment Group
California
$59K +$57.3K +4,743 New
SBL
88
Sargent Bickham Lagudis
Colorado
$58K – – –
BWM
89
Baystate Wealth Management
Massachusetts
$57K – – –
ME
90
McIlrath & Eck
Washington
$48K +$46.4K +3,843 New
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$45K -$88.2K -7,305 -67%
ADL
92
Asset Dedication LLC
California
$41K -$76.8K -6,360 -66%
VCM
93
Vigilant Capital Management
Maine
$40K +$38.4K +3,180 New
BlackRock
94
BlackRock
New York
$39K – – –
CPIG
95
Chicago Partners Investment Group
Illinois
$37K – – –
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$31K – – –
RFC
97
Regions Financial Corp
Alabama
$29K +$27.6K +2,286 New
SIM
98
Sonora Investment Management
Arizona
$25K +$24.2K +2,001 New
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$20K -$367K -30,414 -95%
IWM
100
IHT Wealth Management
Illinois
$20K – – –
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.