Schwab Fundamental US Large Company Index ETF
FNDX
1 hedge funds and large institutions have $2.61M invested in Schwab Fundamental US Large Company Index ETF in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 2 closing their positions.
11,230% more capital invested
Capital invested by funds: $23K → $2.61M (+$2.58M)
16.41% more ownership
Funds ownership: 0.47% → 16.88% (+16%)
50% less funds holding
Funds holding: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWA
TCI Wealth Advisors
Tucson,
Arizona
|
-$18K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$5K |
FNDX Hedge Fund Activity: Q4 2013 in Review
1 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2013, worth a combined $2.61M — up 11,230% from $23K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of FNDX and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.
The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $2.5M. The largest seller was TCI Wealth Advisors, exiting entirely with an estimated $18K sold.
- 1 institutional investor held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2013, down from 2 in Q3 2013.
- Funds reported $2.61M of Schwab Fundamental US Large Company Index ETF stock for Q4 2013, up 11,230% quarter-over-quarter.
- 1 fund opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2013 and 2 closed out, a net change of -1 holder.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2013 was SFMG Wealth Advisors, an estimated $2.5M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2013 was TCI Wealth Advisors, an estimated $18K sold.
Based on aggregated 13F filings for Q4 2013.