Schwab Fundamental US Large Company Index ETF
FNDX
128 hedge funds and large institutions have $3.3B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 9 closing their positions.
781% more capital inflows, than outflows
Capital inflows: $325M | Capital outflows: $36.9M
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
57% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 30
13% more funds holding
Funds holding: 113 → 128 (+15)
0.01% more ownership
Funds ownership: 83.22% → 83.23% (+0.01%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$293M |
| 2 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$5.5M |
| 3 |
Jane Street
New York
|
+$5.1M |
| 4 |
TA
Tiedemann Advisors
New York
|
+$3.15M |
| 5 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$13.7M |
| 2 |
AssetMark Inc
Concord,
California
|
-$10.5M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.31M |
| 4 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
-$2.1M |
| 5 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
-$1.26M |
FNDX Hedge Fund Activity: Q1 2018 in Review
128 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q1 2018, worth a combined $3.3B — up 5.9% from $3.11B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FNDX positions and 9 closed out — a net gain of 15 holders — while 47 added to existing stakes and 30 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $293M. The largest seller was Arlington Financial Advisors, cutting an estimated $13.7M.
- 128 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q1 2018, up from 113 in Q4 2017.
- Funds reported $3.3B of Schwab Fundamental US Large Company Index ETF stock for Q1 2018, up 5.9% quarter-over-quarter.
- 24 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q1 2018 and 9 closed out, a net change of +15 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q1 2018 was Charles Schwab Investment Advisory, an estimated $293M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q1 2018 was Arlington Financial Advisors, an estimated $13.7M sold.
Based on aggregated 13F filings for Q1 2018.