Schwab Fundamental US Large Company Index ETF
FNDX
FNDX
531 hedge funds and large institutions have $12.4B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 145 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
1% more capital invested
Capital invested by funds: $12.3B → $12.4B (+$146M)
1.29% less ownership
Funds ownership: 242.19% → 240.9% (-1.3%)
Holders
531
Holding in Top 10
54
Calls
–
Puts
–
Top Buyers
| 1 | +$8.65B | |
| 2 | +$87.7M | |
| 3 | +$17.6M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.9M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$11.8M |
Top Sellers
| 1 | -$28.6M | |
| 2 | -$25.6M | |
| 3 | -$13.7M | |
| 4 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$6.27M |
| 5 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$3.67M |