Schwab Fundamental US Large Company Index ETF
FNDX
82 hedge funds and large institutions have $2.17B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 8 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 18
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
20% more capital invested
Capital invested by funds: $1.8B → $2.17B (+$366M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
7.23% more ownership
Funds ownership: 231.42% → 238.66% (+7.2%)
6% more funds holding
Funds holding: 77 → 82 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$332M |
| 2 |
TA
Tiedemann Advisors
New York
|
+$18.1M |
| 3 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$4.33M |
| 4 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
+$2.67M |
| 5 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$13.7M |
| 2 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
-$2.08M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.95M |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$772K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$582K |
FNDX Hedge Fund Activity: Q2 2017 in Review
82 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q2 2017, worth a combined $2.17B — up 20% from $1.8B a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FNDX positions and 8 closed out — a net gain of 5 holders — while 36 added to existing stakes and 18 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $332M. The largest seller was Jane Street, cutting an estimated $13.7M.
- 82 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q2 2017, up from 77 in Q1 2017.
- Funds reported $2.17B of Schwab Fundamental US Large Company Index ETF stock for Q2 2017, up 20% quarter-over-quarter.
- 13 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q2 2017 and 8 closed out, a net change of +5 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q2 2017 was Charles Schwab Investment Advisory, an estimated $332M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q2 2017 was Jane Street, an estimated $13.7M sold.
Based on aggregated 13F filings for Q2 2017.