Schwab Fundamental US Large Company Index ETF
FNDX
10 hedge funds and large institutions have $9.8M invested in Schwab Fundamental US Large Company Index ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
83% more capital invested
Capital invested by funds: $5.35M → $9.8M (+$4.45M)
67% more funds holding
Funds holding: 6 → 10 (+4)
4.43% more ownership
Funds ownership: 18.39% → 22.82% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.81M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.73M |
| 3 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$648K |
| 4 |
KFS
KMS Financial Services
Seattle,
Washington
|
+$279K |
| 5 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
+$230K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$755K |
| 2 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$3K |
FNDX Hedge Fund Activity: Q2 2014 in Review
10 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q2 2014, worth a combined $9.8M — up 83% from $5.35M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FNDX positions and 2 closed out — a net gain of 4 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, adding an estimated $1.81M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $755K sold.
- 10 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q2 2014, up from 6 in Q1 2014.
- Funds reported $9.8M of Schwab Fundamental US Large Company Index ETF stock for Q2 2014, up 83% quarter-over-quarter.
- 6 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q2 2014 and 2 closed out, a net change of +4 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q2 2014 was Jane Street, an estimated $1.81M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q2 2014 was Susquehanna International Group, an estimated $755K sold.
Based on aggregated 13F filings for Q2 2014.