Schwab Fundamental US Large Company Index ETF
FNDX
73 hedge funds and large institutions have $1.41B invested in Schwab Fundamental US Large Company Index ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 7 closing their positions.
158% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 12
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
28% more capital invested
Capital invested by funds: $1.1B → $1.41B (+$307M)
14% more funds holding
Funds holding: 64 → 73 (+9)
10.54% more ownership
Funds ownership: 219.95% → 230.49% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$195M |
| 2 |
TA
Tiedemann Advisors
New York
|
+$3.47M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.52M |
| 4 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
+$1.23M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$947K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$10.4M |
| 2 |
Jane Street
New York
|
-$4.18M |
| 3 |
WCF
West Coast Financial
Santa Barbara,
California
|
-$787K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$733K |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$720K |
FNDX Hedge Fund Activity: Q4 2016 in Review
73 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2016, worth a combined $1.41B — up 28% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FNDX positions and 7 closed out — a net gain of 10 holders — while 31 added to existing stakes and 12 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $195M. The largest seller was TD Ameritrade Trust, cutting an estimated $10.4M.
- 73 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2016, up from 64 in Q3 2016.
- Funds reported $1.41B of Schwab Fundamental US Large Company Index ETF stock for Q4 2016, up 28% quarter-over-quarter.
- 17 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2016 and 7 closed out, a net change of +10 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2016 was Charles Schwab Investment Advisory, an estimated $195M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2016 was TD Ameritrade Trust, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2016.