Schwab Fundamental US Large Company Index ETF
FNDX
501 hedge funds and large institutions have $12.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 231 increasing their positions, 135 reducing their positions, and 36 closing their positions.
274% more capital inflows, than outflows
Capital inflows: $618M | Capital outflows: $165M
75% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 36
71% more repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 135
6% more funds holding in top 10
Funds holding in top 10: 50 → 53 (+3)
5% more funds holding
Funds holding: 479 → 501 (+22)
0.94% less ownership
Funds ownership: 81.67% → 80.73% (-0.94%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$154M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$98.4M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$76.7M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$37.1M |
| 5 |
GC
Gratus Capital
Atlanta,
Georgia
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
-$23.4M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$18.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.6M |
| 4 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$13.8M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$10.5M |
FNDX Hedge Fund Activity: Q1 2024 in Review
501 of the 6,963 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q1 2024, worth a combined $12.3B — up 13% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new FNDX positions and 36 closed out — a net gain of 27 holders — while 231 added to existing stakes and 135 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $154M. The largest seller was Kavar Capital Partners Group, cutting an estimated $23.4M.
- 501 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q1 2024, up from 479 in Q4 2023.
- Funds reported $12.3B of Schwab Fundamental US Large Company Index ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 63 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q1 2024 and 36 closed out, a net change of +27 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q1 2024 was Charles Schwab Investment Advisory, an estimated $154M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q1 2024 was Kavar Capital Partners Group, an estimated $23.4M sold.
Based on aggregated 13F filings for Q1 2024.