Schwab Fundamental US Large Company Index ETF
FNDX
6 hedge funds and large institutions have $5.35M invested in Schwab Fundamental US Large Company Index ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and 0 closing their positions.
500% more funds holding
Funds holding: 1 → 6 (+5)
105% more capital invested
Capital invested by funds: $2.61M → $5.35M (+$2.75M)
1.51% more ownership
Funds ownership: 16.88% → 18.39% (+1.5%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
1
SFMG Wealth Advisors
Plano,
Texas
| $2.65M | – | – | – |
|
|
GAM
2
Gemmer Asset Management
Walnut Creek,
California
| $955K | +$928K | +103,290 | New |
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $755K | +$734K | +81,714 | New |
|
4
Jane Street
New York
| $611K | +$594K | +66,063 | New |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $378K | +$368K | +40,947 | New |
|
|
BJ
6
Brouwer & Janachowski
Mill Valley,
California
| $3K | +$3.07K | +342 | New |
|
FNDX Hedge Fund Activity: Q1 2014 in Review
6 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q1 2014, worth a combined $5.35M — up 105% from $2.61M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FNDX positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $734K.
- 6 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q1 2014, up from 1 in Q4 2013.
- Funds reported $5.35M of Schwab Fundamental US Large Company Index ETF stock for Q1 2014, up 105% quarter-over-quarter.
- 5 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q1 2014 and 0 closed out, a net change of +5 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q1 2014 was Susquehanna International Group, an estimated $734K added.
Based on aggregated 13F filings for Q1 2014.