Schwab Fundamental US Large Company Index ETF
FNDX
86 hedge funds and large institutions have $2.54B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 6 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 20
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
17% more capital invested
Capital invested by funds: $2.17B → $2.54B (+$375M)
5% more funds holding
Funds holding: 82 → 86 (+4)
1.12% more ownership
Funds ownership: 238.66% → 239.77% (+1.1%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$297M |
| 2 |
Jane Street
New York
|
+$3.97M |
| 3 |
TSS
Two Sigma Securities
New York
|
+$2.39M |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$1.82M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
-$14.3M |
| 2 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$2.39M |
| 3 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
-$1.32M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.13M |
| 5 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
-$1M |
FNDX Hedge Fund Activity: Q3 2017 in Review
86 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q3 2017, worth a combined $2.54B — up 17% from $2.17B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FNDX positions and 6 closed out — a net gain of 5 holders — while 39 added to existing stakes and 20 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $297M. The largest seller was Tiedemann Advisors, cutting an estimated $14.3M.
- 86 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q3 2017, up from 82 in Q2 2017.
- Funds reported $2.54B of Schwab Fundamental US Large Company Index ETF stock for Q3 2017, up 17% quarter-over-quarter.
- 11 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q3 2017 and 6 closed out, a net change of +5 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $297M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q3 2017 was Tiedemann Advisors, an estimated $14.3M sold.
Based on aggregated 13F filings for Q3 2017.