Schwab Fundamental US Large Company Index ETF
FNDX
160 hedge funds and large institutions have $3.33B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 23 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 34
70% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 23
64% more funds holding in top 10
Funds holding in top 10: 11 → 18 (+7)
10% more funds holding
Funds holding: 146 → 160 (+14)
0.18% less ownership
Funds ownership: 83.92% → 83.73% (-0.18%)
34% less capital inflows, than outflows
Capital inflows: $186M | Capital outflows: $281M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
+$36.3M |
| 2 |
Glassman Wealth Services
Vienna,
Virginia
|
+$19.7M |
| 3 |
Ackerman Capital Advisors
Dallas,
Texas
|
+$15M |
| 4 |
Quadrant Capital Group
Cincinnati,
Ohio
|
+$15M |
| 5 |
Oxford Financial Group
Carmel,
Indiana
|
+$4.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
-$261M |
| 2 |
Jane Street
New York
|
-$2.82M |
| 3 |
Arlington Financial Advisors
Santa Barbara,
California
|
-$2.28M |
| 4 |
RegentAtlantic Capital
Morristown,
New Jersey
|
-$1.65M |
| 5 |
Leonard Rickey Investment Advisors
Yakima,
Washington
|
-$1.25M |
FNDX Hedge Fund Activity: Q4 2018 in Review
160 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2018, worth a combined $3.33B — down 18% from $4.06B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new FNDX positions and 23 closed out — a net gain of 16 holders — while 62 added to existing stakes and 34 trimmed.
The largest buyer was Zeke Capital Advisors, adding an estimated $36.3M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $261M.
- 160 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2018, up from 146 in Q3 2018.
- Funds reported $3.33B of Schwab Fundamental US Large Company Index ETF stock for Q4 2018, down 18% quarter-over-quarter.
- 39 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2018 and 23 closed out, a net change of +16 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2018 was Zeke Capital Advisors, an estimated $36.3M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $261M sold.
Based on aggregated 13F filings for Q4 2018.