Schwab Fundamental US Large Company Index ETF
FNDX
411 hedge funds and large institutions have $9.26B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 114 reducing their positions, and 35 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 114
13% more call options, than puts
Call options by funds: $129K | Put options by funds: $114K
11% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 35
0% less funds holding
Funds holding: 412 → 411 (-1)
0% less capital invested
Capital invested by funds: $9.31B → $9.26B (-$42.2M)
1.44% less ownership
Funds ownership: 243.42% → 241.99% (-1.4%)
5% less funds holding in top 10
Funds holding in top 10: 42 → 40 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$102M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
+$41.1M |
| 3 |
PA
Prism Advisors
Studio City,
California
|
+$10.5M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.16M |
| 5 |
CC
Callan Capital
La Jolla,
California
|
+$8.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Arcadia Investment Advisors
Eagle,
Idaho
|
-$9.28M |
| 2 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$9.26M |
| 3 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
-$8.95M |
| 4 |
Cerity Partners
New York
|
-$8.92M |
| 5 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
-$4.01M |
FNDX Hedge Fund Activity: Q3 2023 in Review
411 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q3 2023, worth a combined $9.26B — down 0.45% from $9.31B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new FNDX positions and 35 closed out — a net gain of 4 holders — while 190 added to existing stakes and 114 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $102M. The largest seller was Arcadia Investment Advisors, cutting an estimated $9.28M.
- 411 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q3 2023, down from 412 in Q2 2023.
- Funds reported $9.26B of Schwab Fundamental US Large Company Index ETF stock for Q3 2023, down 0.45% quarter-over-quarter.
- 39 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q3 2023 and 35 closed out, a net change of +4 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q3 2023 was Charles Schwab Investment Advisory, an estimated $102M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q3 2023 was Arcadia Investment Advisors, an estimated $9.28M sold.
Based on aggregated 13F filings for Q3 2023.