Schwab Fundamental US Large Company Index ETF
FNDX
280 hedge funds and large institutions have $5.77B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 67 reducing their positions, and 17 closing their positions.
135% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 17
84% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 67
17% more funds holding in top 10
Funds holding in top 10: 24 → 28 (+4)
11% more capital invested
Capital invested by funds: $5.19B → $5.77B (+$573M)
9% more funds holding
Funds holding: 257 → 280 (+23)
0.87% less ownership
Funds ownership: 242.99% → 242.12% (-0.87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$104M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$53.1M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$14M |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$11.6M |
| 5 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$7.27M |
| 2 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$6.79M |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
-$2.41M |
| 4 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$2.18M |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$2.05M |
FNDX Hedge Fund Activity: Q2 2021 in Review
280 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q2 2021, worth a combined $5.77B — up 11% from $5.19B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FNDX positions and 17 closed out — a net gain of 23 holders — while 123 added to existing stakes and 67 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $104M. The largest seller was Almanack Investment Partners, cutting an estimated $7.27M.
- 280 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q2 2021, up from 257 in Q1 2021.
- Funds reported $5.77B of Schwab Fundamental US Large Company Index ETF stock for Q2 2021, up 11% quarter-over-quarter.
- 40 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q2 2021 and 17 closed out, a net change of +23 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $104M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q2 2021 was Almanack Investment Partners, an estimated $7.27M sold.
Based on aggregated 13F filings for Q2 2021.