Schwab Fundamental US Large Company Index ETF
FNDX
388 hedge funds and large institutions have $8.08B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.
121% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 34
71% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 93
18% more funds holding in top 10
Funds holding in top 10: 39 → 46 (+7)
15% more capital invested
Capital invested by funds: $7.03B → $8.08B (+$1.04B)
10% more funds holding
Funds holding: 354 → 388 (+34)
2.38% less ownership
Funds ownership: 246.11% → 243.73% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$52M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$32.5M |
| 3 |
RWM
Reston Wealth Management
Reston,
Virginia
|
+$22.8M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$21.9M |
| 5 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WTA
Washington Trust Advisors
Wellesley,
Massachusetts
|
-$39.3M |
| 2 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$12.3M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$9.82M |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$9.19M |
| 5 |
Morgan Stanley
New York
|
-$8.3M |
FNDX Hedge Fund Activity: Q4 2022 in Review
388 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2022, worth a combined $8.08B — up 15% from $7.03B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new FNDX positions and 34 closed out — a net gain of 41 holders — while 159 added to existing stakes and 93 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $52M. The largest seller was Washington Trust Advisors, cutting an estimated $39.3M.
- 388 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2022, up from 354 in Q3 2022.
- Funds reported $8.08B of Schwab Fundamental US Large Company Index ETF stock for Q4 2022, up 15% quarter-over-quarter.
- 75 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2022 and 34 closed out, a net change of +41 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $52M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2022 was Washington Trust Advisors, an estimated $39.3M sold.
Based on aggregated 13F filings for Q4 2022.