Schwab Fundamental US Large Company Index ETF
FNDX
222 hedge funds and large institutions have $5.27B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 17 closing their positions.
271% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 17
31% more funds holding in top 10
Funds holding in top 10: 16 → 21 (+5)
23% more funds holding
Funds holding: 180 → 222 (+42)
16% more capital invested
Capital invested by funds: $4.56B → $5.27B (+$714M)
3.26% more ownership
Funds ownership: 252.08% → 255.34% (+3.3%)
9% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 56
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $255K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$211M |
| 2 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
+$24.6M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$16.5M |
| 4 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$8.04M |
| 5 |
CCM
Covington Capital Management
Los Angeles,
California
|
+$7.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
-$13.8M |
| 2 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
-$10.4M |
| 3 |
TA
Tiedemann Advisors
New York
|
-$8.03M |
| 4 |
Jane Street
New York
|
-$4.85M |
| 5 |
C
Clearshares
New York
|
-$2.11M |
FNDX Hedge Fund Activity: Q4 2019 in Review
222 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2019, worth a combined $5.27B — up 16% from $4.56B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new FNDX positions and 17 closed out — a net gain of 46 holders — while 61 added to existing stakes and 56 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $211M. The largest seller was Oxford Financial Group, cutting an estimated $13.8M.
- 222 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2019, up from 180 in Q3 2019.
- Funds reported $5.27B of Schwab Fundamental US Large Company Index ETF stock for Q4 2019, up 16% quarter-over-quarter.
- 63 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2019 and 17 closed out, a net change of +46 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $211M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2019 was Oxford Financial Group, an estimated $13.8M sold.
Based on aggregated 13F filings for Q4 2019.