Schwab Fundamental US Large Company Index ETF
FNDX
280 hedge funds and large institutions have $5.77B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 67 reducing their positions, and 17 closing their positions.
746% more capital inflows, than outflows
Capital inflows: $303M | Capital outflows: $35.8M
135% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 17
82% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 67
17% more funds holding in top 10
Funds holding in top 10: 24 → 28 (+4)
9% more funds holding
Funds holding: 257 → 280 (+23)
0.29% less ownership
Funds ownership: 81% → 80.71% (-0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$104M |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
+$53.1M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$14M |
| 4 |
McAdam LLC
Philadelphia,
Pennsylvania
|
+$11.6M |
| 5 |
Gemmer Asset Management
Walnut Creek,
California
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$7.27M |
| 2 |
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$6.79M |
| 3 |
Wealthspire Advisors (New York)
New York
|
-$2.41M |
| 4 |
Arlington Financial Advisors
Santa Barbara,
California
|
-$2.18M |
| 5 |
Snowden Capital Advisors
New York
|
-$2.05M |
FNDX Hedge Fund Activity: Q2 2021 in Review
280 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q2 2021, worth a combined $5.77B — up 11% from $5.19B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FNDX positions and 17 closed out — a net gain of 23 holders — while 122 added to existing stakes and 67 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $104M. The largest seller was Almanack Investment Partners, cutting an estimated $7.27M.
- 280 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q2 2021, up from 257 in Q1 2021.
- Funds reported $5.77B of Schwab Fundamental US Large Company Index ETF stock for Q2 2021, up 11% quarter-over-quarter.
- 40 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q2 2021 and 17 closed out, a net change of +23 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $104M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q2 2021 was Almanack Investment Partners, an estimated $7.27M sold.
Based on aggregated 13F filings for Q2 2021.