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Schwab Fundamental US Large Company Index ETF
FNDX
FNDX
146 hedge funds and large institutions have $4.06B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
126% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 27
71% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 14
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
13% more capital invested
Capital invested by funds: $3.61B → $4.06B (+$452M)
6% more funds holding
Funds holding: 138 → 146 (+8)
1.24% more ownership
Funds ownership: 250.5% → 251.75% (+1.2%)
Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
3.34%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
24
Increased
61
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
-$4.27M |
| 2 |
Jane Street
New York
|
-$3.53M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.88M |
| 4 |
CM
Cornerstone Management
Duluth,
Georgia
|
-$1.08M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFA
151
Pathway Financial Advisors
South Burlington,
Vermont
| – | -$65K | -5,259 | Closed |
|
|
CFC
152
Coyle Financial Counsel
Glenview,
Illinois
| – | -$61K | -4,908 | Closed |
|
153
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$17K | -1,332 | Closed |
|
|
JCM
154
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$11K | -888 | Closed |
|
|
KCPG
155
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$8K | -675 | Closed |
|
|
GI
156
Gradient Investments
Arden Hills,
Minnesota
| – | -$7K | -591 | Closed |
|
|
MS
157
Marshall & Sullivan
Seattle,
Washington
| – | -$1.75K | -141 | Closed |
|
158
Fidelity Investments
Boston,
Massachusetts
| – | +$39 | +3 | New |
|