Schwab Fundamental US Large Company Index ETF
FNDX
180 hedge funds and large institutions have $4.56B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 17 closing their positions.
47% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 17
30% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 50
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
6% more capital invested
Capital invested by funds: $4.29B → $4.56B (+$266M)
5% more funds holding
Funds holding: 172 → 180 (+8)
0.29% less ownership
Funds ownership: 252.37% → 252.08% (-0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$168M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$22.2M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$12.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.1M |
| 5 |
Jane Street
New York
|
+$3.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$22.9M |
| 2 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
-$8.86M |
| 3 |
Goldman Sachs
New York
|
-$2.66M |
| 4 |
TA
Tiedemann Advisors
New York
|
-$1.59M |
| 5 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$1.24M |
FNDX Hedge Fund Activity: Q3 2019 in Review
180 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q3 2019, worth a combined $4.56B — up 6.2% from $4.29B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FNDX positions and 17 closed out — a net gain of 8 holders — while 65 added to existing stakes and 50 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $168M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $22.9M sold.
- 180 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q3 2019, up from 172 in Q2 2019.
- Funds reported $4.56B of Schwab Fundamental US Large Company Index ETF stock for Q3 2019, up 6.2% quarter-over-quarter.
- 25 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q3 2019 and 17 closed out, a net change of +8 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $168M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q3 2019 was United Services Automobile Association, an estimated $22.9M sold.
Based on aggregated 13F filings for Q3 2019.