Schwab Fundamental US Large Company Index ETF
FNDX
146 hedge funds and large institutions have $4.06B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 14 closing their positions.
126% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 27
71% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 14
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
13% more capital invested
Capital invested by funds: $3.61B → $4.06B (+$452M)
6% more funds holding
Funds holding: 138 → 146 (+8)
1.24% more ownership
Funds ownership: 250.5% → 251.75% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$169M |
| 2 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
+$13.8M |
| 3 |
GWS
Glassman Wealth Services
Vienna,
Virginia
|
+$12.5M |
| 4 |
GC
Gratus Capital
Atlanta,
Georgia
|
+$5.91M |
| 5 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
-$4.27M |
| 2 |
Jane Street
New York
|
-$3.53M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.88M |
| 4 |
CM
Cornerstone Management
Duluth,
Georgia
|
-$1.08M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.05M |
FNDX Hedge Fund Activity: Q3 2018 in Review
146 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q3 2018, worth a combined $4.06B — up 13% from $3.61B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FNDX positions and 14 closed out — a net gain of 10 holders — while 61 added to existing stakes and 27 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $169M. The largest seller was Zeke Capital Advisors, cutting an estimated $4.27M.
- 146 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q3 2018, up from 138 in Q2 2018.
- Funds reported $4.06B of Schwab Fundamental US Large Company Index ETF stock for Q3 2018, up 13% quarter-over-quarter.
- 24 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q3 2018 and 14 closed out, a net change of +10 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q3 2018 was Charles Schwab Investment Advisory, an estimated $169M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q3 2018 was Zeke Capital Advisors, an estimated $4.27M sold.
Based on aggregated 13F filings for Q3 2018.