Schwab Fundamental US Large Company Index ETF
FNDX
46 hedge funds and large institutions have $621M invested in Schwab Fundamental US Large Company Index ETF in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 4 reducing their positions, and 7 closing their positions.
525% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 4
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
33% more capital invested
Capital invested by funds: $466M → $621M (+$155M)
19.74% more ownership
Funds ownership: 187.86% → 207.61% (+20%)
5% more funds holding
Funds holding: 44 → 46 (+2)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$116M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$6.78M |
| 3 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
+$3.22M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.78M |
| 5 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WESPAC Advisors
Orinda,
California
|
-$1.95M |
| 2 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$695K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$629K |
| 4 |
IC
InterOcean Capital
Chicago,
Illinois
|
-$550K |
| 5 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$27K |
FNDX Hedge Fund Activity: Q4 2015 in Review
46 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2015, worth a combined $621M — up 33% from $466M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FNDX positions and 7 closed out — a net gain of 3 holders — while 25 added to existing stakes and 4 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $116M. The largest seller was WESPAC Advisors, exiting entirely with an estimated $1.95M sold.
- 46 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2015, up from 44 in Q3 2015.
- Funds reported $621M of Schwab Fundamental US Large Company Index ETF stock for Q4 2015, up 33% quarter-over-quarter.
- 10 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2015 and 7 closed out, a net change of +3 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2015 was Charles Schwab Investment Advisory, an estimated $116M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2015 was WESPAC Advisors, an estimated $1.95M sold.
Based on aggregated 13F filings for Q4 2015.