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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
Fidelity Investments
151
Fidelity Investments
Massachusetts
$1.09M +$110K +6,225 +11%
BFM
152
Boston Financial Management
Massachusetts
$1.08M +$1.07M +60,363 New
JCIA
153
Jackson Creek Investment Advisors
Colorado
$1.04M -$15.1K -852 -1%
AWM
154
Aspire Wealth Management
Massachusetts
$1.04M -$13K -735 -1%
AWM
155
Angeles Wealth Management
California
$1.03M – – –
WFA
156
Wade Financial Advisory
California
$995K – – –
Goldman Sachs
157
Goldman Sachs
New York
$952K +$946K +53,451 New
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$934K +$1.38K +78 +0.2%
SIC
159
Salem Investment Counselors
North Carolina
$934K +$184K +10,416 +25%
MIA
160
Milestone Investment Advisors
Wisconsin
$927K +$921K +52,053 New
IAN
161
Integrated Advisors Network
Texas
$924K +$36.8K +2,082 +4%
FSWA
162
Financial Synergies Wealth Advisors
Texas
$924K +$12.6K +714 +1%
PWA
163
Pillar Wealth Advisors
Pennsylvania
$917K +$2.18K +123 +0.2%
FFN
164
Focus Financial Network
Minnesota
$912K +$6.1K +345 +0.7%
VCM
165
Vivaldi Capital Management
Illinois
$910K +$878K +49,617 New
BWM
166
Birchcreek Wealth Management
Ohio
$892K -$7.27K -411 -0.8%
JMPWA
167
JP Morgan Private Wealth Advisors
California
$879K +$349K +19,704 +66%
LWM
168
Laidlaw Wealth Management
New York
$875K +$40.7K +2,301 +5%
KIA
169
KCM Investment Advisors
California
$853K +$3.45K +195 +0.4%
SFS
170
Solitude Financial Services
Virginia
$812K +$5.84K +330 +0.7%
UCFA
171
United Capital Financial Advisors
Texas
$803K -$100K -5,670 -11%
WFAG
172
Wescott Financial Advisory Group
Pennsylvania
$779K +$4.25K +240 +0.6%
BRWA
173
B. Riley Wealth Advisors
Florida
$767K +$213K +12,012 +39%
TF
174
Theory Financial
Colorado
$761K +$756K +42,702 New
SWM
175
Southern Wealth Management
Texas
$758K -$43.4K -2,454 -5%
5 6
7
8 9

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.