Schwab Fundamental US Large Company Index ETF
FNDX
77 hedge funds and large institutions have $1.8B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 5 closing their positions.
164% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 14
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
28% more capital invested
Capital invested by funds: $1.41B → $1.8B (+$392M)
5% more funds holding
Funds holding: 73 → 77 (+4)
0.94% more ownership
Funds ownership: 230.49% → 231.42% (+0.94%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$323M |
| 2 |
Jane Street
New York
|
+$13.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.28M |
| 4 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$3.21M |
| 5 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
-$6.76M |
| 2 |
TA
Tiedemann Advisors
New York
|
-$3.58M |
| 3 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
-$1.83M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.34M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$919K |
FNDX Hedge Fund Activity: Q1 2017 in Review
77 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q1 2017, worth a combined $1.8B — up 28% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FNDX positions and 5 closed out — a net gain of 5 holders — while 37 added to existing stakes and 14 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $323M. The largest seller was Zeke Capital Advisors, cutting an estimated $6.76M.
- 77 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q1 2017, up from 73 in Q4 2016.
- Funds reported $1.8B of Schwab Fundamental US Large Company Index ETF stock for Q1 2017, up 28% quarter-over-quarter.
- 10 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q1 2017 and 5 closed out, a net change of +5 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q1 2017 was Charles Schwab Investment Advisory, an estimated $323M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q1 2017 was Zeke Capital Advisors, an estimated $6.76M sold.
Based on aggregated 13F filings for Q1 2017.