Schwab Fundamental US Large Company Index ETF
FNDX
172 hedge funds and large institutions have $4.29B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 19 closing their positions.
570% more capital inflows, than outflows
Capital inflows: $295M | Capital outflows: $44M
60% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 42
53% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 19
4% more funds holding
Funds holding: 166 → 172 (+6)
0.79% more ownership
Funds ownership: 83.33% → 84.12% (+0.79%)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$248M |
| 2 |
QCG
Quadrant Capital Group
Cincinnati,
Ohio
|
+$6.88M |
| 3 |
C
Clearshares
New York
|
+$4.14M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.77M |
| 5 |
MWP
Moller Wealth Partners
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
-$13.3M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$8.2M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$6.79M |
| 4 |
Jane Street
New York
|
-$3.72M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.99M |
FNDX Hedge Fund Activity: Q2 2019 in Review
172 of the 4,626 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q2 2019, worth a combined $4.29B — up 9.2% from $3.93B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FNDX positions and 19 closed out — a net gain of 10 holders — while 67 added to existing stakes and 42 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $248M. The largest seller was Zeke Capital Advisors, exiting entirely with an estimated $13.3M sold.
- 172 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q2 2019, up from 166 in Q1 2019.
- Funds reported $4.29B of Schwab Fundamental US Large Company Index ETF stock for Q2 2019, up 9.2% quarter-over-quarter.
- 29 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q2 2019 and 19 closed out, a net change of +10 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q2 2019 was Charles Schwab Investment Advisory, an estimated $248M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q2 2019 was Zeke Capital Advisors, an estimated $13.3M sold.
Based on aggregated 13F filings for Q2 2019.