Schwab Fundamental US Large Company Index ETF
FNDX
302 hedge funds and large institutions have $5.87B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 77 reducing their positions, and 16 closing their positions.
188% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 16
43% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 77
8% more funds holding
Funds holding: 280 → 302 (+22)
1.88% more ownership
Funds ownership: 242.12% → 244% (+1.9%)
2% more capital invested
Capital invested by funds: $5.77B → $5.87B (+$103M)
11% less funds holding in top 10
Funds holding in top 10: 28 → 25 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$154M |
| 2 |
LF
Lee Financial
Dallas,
Texas
|
+$12.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$11.4M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$7.71M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
-$17.2M |
| 2 |
Morgan Stanley
New York
|
-$8.71M |
| 3 |
GW
GW & Wade
Wellesley,
Massachusetts
|
-$3.23M |
| 4 |
TA
Tiedemann Advisors
New York
|
-$2.94M |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.91M |
FNDX Hedge Fund Activity: Q3 2021 in Review
302 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q3 2021, worth a combined $5.87B — up 1.8% from $5.77B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new FNDX positions and 16 closed out — a net gain of 30 holders — while 110 added to existing stakes and 77 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $154M. The largest seller was Resonant Capital Advisors, cutting an estimated $17.2M.
- 302 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q3 2021, up from 280 in Q2 2021.
- Funds reported $5.87B of Schwab Fundamental US Large Company Index ETF stock for Q3 2021, up 1.8% quarter-over-quarter.
- 46 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q3 2021 and 16 closed out, a net change of +30 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $154M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q3 2021 was Resonant Capital Advisors, an estimated $17.2M sold.
Based on aggregated 13F filings for Q3 2021.