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Schwab Fundamental US Large Company Index ETF
FNDX

388 hedge funds and large institutions have $8.7B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 34

71% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 93

24% more capital invested

Capital invested by funds: $7.03B → $8.7B (+$1.67B)

18% more funds holding in top 10

Funds holding in top 10: 39 → 46 (+7)

10% more funds holding

Funds holding: 354 → 388 (+34)

2.38% less ownership

Funds ownership: 246.11% → 243.73% (-2.4%)

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.24%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
75
Increased
159
Reduced
93
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$52M
2
PAG
Private Advisor Group
New Jersey
+$32.5M
3
RWM
Reston Wealth Management
Virginia
+$22.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$21.9M
5
NB
Northwest Bancshares
Pennsylvania
+$21.8M

Top Sellers

1
WTA
Washington Trust Advisors
Massachusetts
-$39.3M
2
PPW
Pasadena Private Wealth
California
-$12.3M
3
CW
Connectus Wealth
Ohio
-$9.82M
4
ML
McAdam LLC
Pennsylvania
-$9.19M
5
Morgan Stanley
Morgan Stanley
New York
-$8.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
101
FCA Corp
Texas
$2.59M -$106K -5,988 -4%
PGFC
102
Peapack-Gladstone Financial Corp
New Jersey
$2.58M +$897K +50,670 +54%
AWE
103
Avidian Wealth Enterprises
Texas
$2.57M +$11.6K +657 +0.5%
Wells Fargo
104
Wells Fargo
California
$2.53M +$7.96K +450 +0.3%
VNA
105
Valley National Advisers
Pennsylvania
$2.51M -$335K -18,954 -12%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$2.47M -$2.51M -141,990 -51%
QCG
107
Quadrant Capital Group
Ohio
$2.37M -$3.8M -214,929 -62%
WANY
108
Wealthspire Advisors (New York)
New York
$2.35M -$191K -10,788 -8%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$2.35M +$56.5K +3,192 +2%
JBA
110
Johnson Bixby & Associates
Washington
$2.3M +$27.7K +1,566 +1%
LAM
111
Lakewood Asset Management
Illinois
$2.29M +$2.27M +128,529 New
Truist Financial
112
Truist Financial
North Carolina
$2.27M -$129K -7,314 -5%
GFP
113
Guardian Financial Partners
California
$2.25M +$60.5K +3,417 +3%
PWM
114
Perigon Wealth Management
California
$2.23M +$1.8M +101,706 +435%
AWM
115
AE Wealth Management
Kansas
$2.21M -$268K -15,135 -11%
NHC
116
Nicholas Hoffman & Company
Georgia
$2.17M +$2.15M +121,563 New
CA
117
Cambridge Advisors
Nebraska
$2.16M +$51.2K +2,892 +2%
SCM
118
Sebold Capital Management
Illinois
$2.1M +$2.08M +117,732 New
APW
119
Austin Private Wealth
Texas
$2.04M +$591K +33,393 +41%
WCM
120
Whitener Capital Management
North Carolina
$1.96M -$2.5K -141 -0.1%
CAN
121
Cetera Advisor Networks
California
$1.94M +$669K +37,797 +53%
PFS
122
Prospera Financial Services
Texas
$1.91M -$62.7K -3,546 -3%
VFA
123
Valeo Financial Advisors
Indiana
$1.86M +$367K +20,721 +25%
JWM
124
Janiczek Wealth Management
Colorado
$1.76M +$107K +6,048 +7%
AF
125
Advisornet Financial
Minnesota
$1.71M -$5.68K -321 -0.3%
3 4
5
6 7

FNDX Hedge Fund Activity: Q4 2022 in Review

388 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2022, worth a combined $8.7B — up 24% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new FNDX positions and 34 closed out — a net gain of 41 holders — while 159 added to existing stakes and 93 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $52M. The largest seller was Washington Trust Advisors, cutting an estimated $39.3M.

  • 388 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2022, up from 354 in Q3 2022.
  • Funds reported $8.7B of Schwab Fundamental US Large Company Index ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 75 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2022 and 34 closed out, a net change of +41 holders.
  • The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $52M added.
  • The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2022 was Washington Trust Advisors, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2022.