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Schwab Fundamental International Small Company Index ETF

124 hedge funds and large institutions have $1.34B invested in Schwab Fundamental International Small Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $1.22B → $1.34B (+$120M)

0.12% less ownership

Funds ownership: 77.66%77.54% (-0.12%)

1% less funds holding

Funds holding: 125124 (-1)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 48

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
19
Increased
31
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$302K -$13.4K -510 -4%
Creative Planning
52
Creative Planning
Kansas
$301K -$22.6K -864 -7%
Osaic Holdings
53
Osaic Holdings
Arizona
$284K -$31.7K -1,208 -10%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$270K -$14.4K -550 -5%
PGAM
55
Princeton Global Asset Management
New Jersey
$255K +$970 +37 +0.4%
FFN
56
Focus Financial Network
Minnesota
$245K -$66.2K -2,525 -22%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$238K -$78.4K -2,993 -26%
LPL Financial
58
LPL Financial
California
$226K -$19.3K -735 -8%
Lido Advisors
59
Lido Advisors
California
$226K +$215K +8,200 New
JWS
60
Juncture Wealth Strategies
Arizona
$209K -$37K -1,413 -16%
PA
61
Parallel Advisors
California
$199K +$446 +17 +0.2%
Wells Fargo
62
Wells Fargo
California
$167K -$33.6K -1,283 -18%
VCM
63
Versant Capital Management
Arizona
$159K -$7.94K -303 -5%
TL
64
TrueWealth LLC
Georgia
$151K -$16.9K -644 -11%
SIAS
65
Shine Investment Advisory Services
Colorado
$116K -$134K -5,107 -55%
VNA
66
Valley National Advisers
Pennsylvania
$94K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$88K +$14.5K +552 +21%
VFA
68
Valeo Financial Advisors
Indiana
$71K +$67.8K +2,586 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$67K
CFO
70
CVA Family Office
Colorado
$63K -$92.8K -3,540 -61%
FA
71
Faithward Advisors
Pennsylvania
$59K
LGWM
72
Litman Gregory Wealth Management
California
$50K
PAG
73
Private Advisor Group
New Jersey
$40K +$38.5K +1,469 New
AIP
74
Ameritas Investment Partners
Nebraska
$36K
FPFS
75
First Personal Financial Services
North Carolina
$29K

FNDC Hedge Fund Activity: Q2 2020 in Review

124 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Small Company Index ETF (FNDC) for Q2 2020, worth a combined $1.34B — up 9.8% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FNDC and 19 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 31 added.

The largest buyer was Jane Street, opening a new position worth an estimated $11.3M. The largest seller was Victory Capital Management, cutting an estimated $42.1M.

  • 124 institutional investors held Schwab Fundamental International Small Company Index ETF (FNDC) as of Q2 2020, down from 125 in Q1 2020.
  • Funds reported $1.34B of Schwab Fundamental International Small Company Index ETF stock for Q2 2020, up 9.8% quarter-over-quarter.
  • 19 funds opened new Schwab Fundamental International Small Company Index ETF positions in Q2 2020 and 20 closed out, a net change of -1 holder.
  • The largest Schwab Fundamental International Small Company Index ETF buyer in Q2 2020 was Jane Street, an estimated $11.3M added.
  • The largest Schwab Fundamental International Small Company Index ETF seller in Q2 2020 was Victory Capital Management, an estimated $42.1M sold.

Based on aggregated 13F filings for Q2 2020.