Schwab Fundamental US Large Company Index ETF
FNDX
57 hedge funds and large institutions have $897M invested in Schwab Fundamental US Large Company Index ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 4 closing their positions.
11,878% more capital inflows, than outflows
Capital inflows: $171M | Capital outflows: $1.43M
286% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 7
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
12% more funds holding
Funds holding: 51 → 57 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$129M |
| 2 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
+$23.6M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.43M |
| 4 |
WCF
West Coast Financial
Santa Barbara,
California
|
+$3.21M |
| 5 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$411K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$316K |
| 3 |
LPL Financial
San Diego,
California
|
-$210K |
| 4 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$139K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$118K |
FNDX Hedge Fund Activity: Q2 2016 in Review
57 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q2 2016, worth a combined $897M — up 27% from $706M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FNDX positions and 4 closed out — a net gain of 6 holders — while 27 added to existing stakes and 7 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $129M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $411K sold.
- 57 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q2 2016, up from 51 in Q1 2016.
- Funds reported $897M of Schwab Fundamental US Large Company Index ETF stock for Q2 2016, up 27% quarter-over-quarter.
- 10 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q2 2016 and 4 closed out, a net change of +6 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q2 2016 was Charles Schwab Investment Advisory, an estimated $129M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q2 2016 was Susquehanna International Group, an estimated $411K sold.
Based on aggregated 13F filings for Q2 2016.