Schwab Fundamental US Large Company Index ETF
FNDX
138 hedge funds and large institutions have $3.61B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 21 reducing their positions, and 10 closing their positions.
195% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 21
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
9% more capital invested
Capital invested by funds: $3.3B → $3.61B (+$312M)
8% more funds holding
Funds holding: 128 → 138 (+10)
0.81% more ownership
Funds ownership: 249.69% → 250.5% (+0.81%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$242M |
| 2 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$2.75M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.94M |
| 4 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$1.18M |
| 5 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
-$12.8M |
| 2 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
-$7.73M |
| 3 |
TA
Tiedemann Advisors
New York
|
-$3.43M |
| 4 |
Jane Street
New York
|
-$2.69M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$800K |
FNDX Hedge Fund Activity: Q2 2018 in Review
138 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q2 2018, worth a combined $3.61B — up 9.5% from $3.3B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FNDX positions and 10 closed out — a net gain of 11 holders — while 62 added to existing stakes and 21 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $242M. The largest seller was RegentAtlantic Capital, exiting entirely with an estimated $12.8M sold.
- 138 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q2 2018, up from 128 in Q1 2018.
- Funds reported $3.61B of Schwab Fundamental US Large Company Index ETF stock for Q2 2018, up 9.5% quarter-over-quarter.
- 21 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q2 2018 and 10 closed out, a net change of +11 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $242M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q2 2018 was RegentAtlantic Capital, an estimated $12.8M sold.
Based on aggregated 13F filings for Q2 2018.