Schwab Fundamental US Large Company Index ETF
FNDX
64 hedge funds and large institutions have $1.1B invested in Schwab Fundamental US Large Company Index ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 4 closing their positions.
2,099% more capital inflows, than outflows
Capital inflows: $192M | Capital outflows: $8.75M
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 13
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
12% more funds holding
Funds holding: 57 → 64 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$163M |
| 2 |
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
+$7.06M |
| 3 |
AssetMark Inc
Concord,
California
|
+$5.54M |
| 4 |
United Services Automobile Association
San Antonio,
Texas
|
+$4.62M |
| 5 |
TD Ameritrade Trust
Denver,
Colorado
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cabot Wealth Management
Salem,
Massachusetts
|
-$3.04M |
| 2 |
Goldman Sachs
New York
|
-$2.02M |
| 3 |
West Coast Financial
Santa Barbara,
California
|
-$1.42M |
| 4 |
Cobblestone Capital Advisors
Rochester,
New York
|
-$843K |
| 5 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$577K |
FNDX Hedge Fund Activity: Q3 2016 in Review
64 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q3 2016, worth a combined $1.1B — up 23% from $897M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FNDX positions and 4 closed out — a net gain of 7 holders — while 26 added to existing stakes and 13 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $163M. The largest seller was Cabot Wealth Management, cutting an estimated $3.04M.
- 64 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q3 2016, up from 57 in Q2 2016.
- Funds reported $1.1B of Schwab Fundamental US Large Company Index ETF stock for Q3 2016, up 23% quarter-over-quarter.
- 11 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q3 2016 and 4 closed out, a net change of +7 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q3 2016 was Charles Schwab Investment Advisory, an estimated $163M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q3 2016 was Cabot Wealth Management, an estimated $3.04M sold.
Based on aggregated 13F filings for Q3 2016.