Schwab Fundamental US Large Company Index ETF
FNDX
113 hedge funds and large institutions have $3.11B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 5 closing their positions.
540% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 5
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
50% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 24
31% more funds holding
Funds holding: 86 → 113 (+27)
22% more capital invested
Capital invested by funds: $2.54B → $3.11B (+$567M)
9.9% more ownership
Funds ownership: 239.77% → 249.67% (+9.9%)
Top Buyers
Top Sellers
| 1 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
-$4.76M |
| 2 |
TSS
Two Sigma Securities
New York
|
-$2.44M |
| 3 |
Jane Street
New York
|
-$1.5M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$998K |
| 5 |
AssetMark Inc
Concord,
California
|
-$761K |
FNDX Hedge Fund Activity: Q4 2017 in Review
113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2017, worth a combined $3.11B — up 22% from $2.54B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new FNDX positions and 5 closed out — a net gain of 27 holders — while 36 added to existing stakes and 24 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $313M. The largest seller was Zeke Capital Advisors, cutting an estimated $4.76M.
- 113 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2017, up from 86 in Q3 2017.
- Funds reported $3.11B of Schwab Fundamental US Large Company Index ETF stock for Q4 2017, up 22% quarter-over-quarter.
- 32 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2017 and 5 closed out, a net change of +27 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $313M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2017 was Zeke Capital Advisors, an estimated $4.76M sold.
Based on aggregated 13F filings for Q4 2017.