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Schwab Fundamental International Small Company Index ETF

17 hedge funds and large institutions have $178M invested in Schwab Fundamental International Small Company Index ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

12% more capital invested

Capital invested by funds: $160M → $178M (+$18.5M)

0% more funds holding

Funds holding: 1717 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

4.55% less ownership

Funds ownership: 62.2%57.65% (-4.5%)

Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change

FNDC Hedge Fund Activity: Q3 2015 in Review

17 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Small Company Index ETF (FNDC) for Q3 2015, worth a combined $178M — up 12% from $160M a quarter earlier.

Fund positioning in FNDC was balanced in Q3 2015: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 2 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $33M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.89M sold.

  • 17 institutional investors held Schwab Fundamental International Small Company Index ETF (FNDC) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $178M of Schwab Fundamental International Small Company Index ETF stock for Q3 2015, up 12% quarter-over-quarter.
  • 5 funds opened new Schwab Fundamental International Small Company Index ETF positions in Q3 2015 and 5 closed out, a net change of 0 holders.
  • The largest Schwab Fundamental International Small Company Index ETF buyer in Q3 2015 was Charles Schwab Investment Advisory, an estimated $33M added.
  • The largest Schwab Fundamental International Small Company Index ETF seller in Q3 2015 was Citadel Advisors, an estimated $4.89M sold.

Based on aggregated 13F filings for Q3 2015.