Schwab Fundamental US Large Company Index ETF
FNDX
535 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 79 funds opening new positions, 208 increasing their positions, 146 reducing their positions, and 37 closing their positions.
114% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 37
42% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 146
7% more funds holding
Funds holding: 500 → 535 (+35)
2% more funds holding in top 10
Funds holding in top 10: 53 → 54 (+1)
1% more capital invested
Capital invested by funds: $12.3B → $12.4B (+$148M)
1.26% less ownership
Funds ownership: 242.2% → 240.94% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$8.54B |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$86.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$17.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.7M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$28.2M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$25.6M |
| 3 |
AA
ALPS Advisors
Denver,
Colorado
|
-$13.5M |
| 4 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$6.19M |
| 5 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$3.67M |
FNDX Hedge Fund Activity: Q2 2024 in Review
535 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q2 2024, worth a combined $12.4B — up 1.2% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new FNDX positions and 37 closed out — a net gain of 42 holders — while 208 added to existing stakes and 146 trimmed.
The largest buyer was Charles Schwab, adding an estimated $8.54B. The largest seller was Ameriprise, cutting an estimated $28.2M.
- 535 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q2 2024, up from 500 in Q1 2024.
- Funds reported $12.4B of Schwab Fundamental US Large Company Index ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
- 79 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q2 2024 and 37 closed out, a net change of +42 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $8.54B added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q2 2024 was Ameriprise, an estimated $28.2M sold.
Based on aggregated 13F filings for Q2 2024.