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Schwab Fundamental International Small Company Index ETF

114 hedge funds and large institutions have $1.34B invested in Schwab Fundamental International Small Company Index ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

13% more capital invested

Capital invested by funds: $1.19B → $1.34B (+$155M)

13% more funds holding

Funds holding: 101114 (+13)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0.19% more ownership

Funds ownership: 71.86%72.05% (+0.19%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $666K

Holders
114
Holders Change
+13
Holders Change %
+12.87%
% of All Funds
2.47%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.19%
New
30
Increased
34
Reduced
31
Closed
14
Calls
Puts
$666K
Net Calls
-$666K
Net Calls Change
-$666K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$77K +$66K +2,160 +675%
Wells Fargo
77
Wells Fargo
California
$76K +$2.08K +68 +3%
VFA
78
Valeo Financial Advisors
Indiana
$69K
VCM
79
Vigilant Capital Management
Maine
$55K -$1.18M -38,689 -96%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$45K +$44.1K +1,443 +144,300%
PGAM
81
Princeton Global Asset Management
New Jersey
$34K +$34.3K +1,121 New
FPFS
82
First Personal Financial Services
North Carolina
$33K +$32.4K +1,058 New
GAM
83
Gemmer Asset Management
California
$31K +$30.6K +1,000 New
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$21K -$9.97K -326 -33%
AG
85
Advisor Group
Arizona
$19K -$251K -8,214 -93%
OIA
86
OneDigital Investment Advisors
Kansas
$19K -$11.3K -370 -37%
TIM
87
Tortoise Investment Management
New York
$11K
US Bancorp
88
US Bancorp
Minnesota
$11K +$11.2K +366 New
CMBA
89
C.M. Bidwell & Associates
Hawaii
$10K -$764 -25 -7%
PA
90
Parallel Advisors
California
$9K
PFBT
91
Parkside Financial Bank & Trust
Missouri
$8K
BlackRock
92
BlackRock
New York
$6K -$1.68K -55 -21%
BMM
93
Buffington Mohr McNeal
Idaho
$5K +$5.17K +169 New
SIM
94
Sonora Investment Management
Arizona
$4K +$3.52K +115 New
LF
95
Lee Financial
Texas
$4K +$4.22K +138 New
ACA
96
Ackerman Capital Advisors
Texas
$3.44K -$54.7K -1,788 -2%
BWM
97
BerganKDV Wealth Management
Minnesota
$3K
JFA
98
JNBA Financial Advisors
Minnesota
$3K
SWM
99
SeaCrest Wealth Management
New York
$3K
DWM
100
Destination Wealth Management
California
$2K -$21.1K -689 -90%

FNDC Hedge Fund Activity: Q1 2019 in Review

114 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Small Company Index ETF (FNDC) for Q1 2019, worth a combined $1.34B — up 13% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FNDC positions and 14 closed out — a net gain of 16 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $34.1M. The largest seller was Jane Street, cutting an estimated $20.4M.

  • 114 institutional investors held Schwab Fundamental International Small Company Index ETF (FNDC) as of Q1 2019, up from 101 in Q4 2018.
  • Funds reported $1.34B of Schwab Fundamental International Small Company Index ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 30 funds opened new Schwab Fundamental International Small Company Index ETF positions in Q1 2019 and 14 closed out, a net change of +16 holders.
  • The largest Schwab Fundamental International Small Company Index ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $34.1M added.
  • The largest Schwab Fundamental International Small Company Index ETF seller in Q1 2019 was Jane Street, an estimated $20.4M sold.

Based on aggregated 13F filings for Q1 2019.