Schwab Fundamental US Large Company Index ETF
FNDX
32 hedge funds and large institutions have $45M invested in Schwab Fundamental US Large Company Index ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 3 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
220% more capital invested
Capital invested by funds: $14.1M → $45M (+$30.9M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
88% more funds holding
Funds holding: 17 → 32 (+15)
29.2% more ownership
Funds ownership: 23.82% → 53.02% (+29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Strategic Wealth Management
Kirkland,
Washington
|
+$7.34M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.4M |
| 3 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
+$2.69M |
| 4 |
IC
InterOcean Capital
Chicago,
Illinois
|
+$2M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.28M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$102K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$32K |
| 4 |
CCS
Crosspoint Capital Strategies
Orinda,
California
|
-$6K |
FNDX Hedge Fund Activity: Q4 2014 in Review
32 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2014, worth a combined $45M — up 220% from $14.1M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FNDX positions and 3 closed out — a net gain of 16 holders — while 8 added to existing stakes and 1 trimmed.
The largest buyer was Strategic Wealth Management, opening a new position worth an estimated $7.34M. The largest seller was Jane Street, cutting an estimated $1.28M.
- 32 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2014, up from 17 in Q3 2014.
- Funds reported $45M of Schwab Fundamental US Large Company Index ETF stock for Q4 2014, up 220% quarter-over-quarter.
- 19 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2014 and 3 closed out, a net change of +16 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2014 was Strategic Wealth Management, an estimated $7.34M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2014 was Jane Street, an estimated $1.28M sold.
Based on aggregated 13F filings for Q4 2014.