Schwab Fundamental US Large Company Index ETF
FNDX
257 hedge funds and large institutions have $5.19B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 92 increasing their positions, 63 reducing their positions, and 16 closing their positions.
263% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 16
46% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 63
26% more funds holding in top 10
Funds holding in top 10: 19 → 24 (+5)
18% more capital invested
Capital invested by funds: $4.4B → $5.19B (+$795M)
18% more funds holding
Funds holding: 218 → 257 (+39)
1.6% less ownership
Funds ownership: 244.59% → 242.99% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$105M |
| 2 |
AA
Ashford Advisors
Pittsford,
New York
|
+$14.2M |
| 3 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
+$14.1M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$13.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$8.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
-$29.8M |
| 2 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
-$11.3M |
| 3 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$9.11M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$6.98M |
| 5 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
-$2.3M |
FNDX Hedge Fund Activity: Q1 2021 in Review
257 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q1 2021, worth a combined $5.19B — up 18% from $4.4B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new FNDX positions and 16 closed out — a net gain of 42 holders — while 92 added to existing stakes and 63 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $105M. The largest seller was Cobblestone Capital Advisors, cutting an estimated $29.8M.
- 257 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q1 2021, up from 218 in Q4 2020.
- Funds reported $5.19B of Schwab Fundamental US Large Company Index ETF stock for Q1 2021, up 18% quarter-over-quarter.
- 58 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q1 2021 and 16 closed out, a net change of +42 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $105M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q1 2021 was Cobblestone Capital Advisors, an estimated $29.8M sold.
Based on aggregated 13F filings for Q1 2021.