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Schwab Fundamental International Small Company Index ETF

29 hedge funds and large institutions have $323M invested in Schwab Fundamental International Small Company Index ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

32% more funds holding

Funds holding: 2229 (+7)

22% more capital invested

Capital invested by funds: $266M → $323M (+$57.3M)

0.48% less ownership

Funds ownership: 64.8%64.32% (-0.48%)

Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$307M +$55.9M +2,047,834 +22%
Jane Street
2
Jane Street
New York
$8.62M +$2.32M +84,910 +36%
UCFA
3
United Capital Financial Advisors
Texas
$2.45M -$11.4K -417 -0.5%
WCF
4
West Coast Financial
California
$739K +$747K +27,372 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$716K +$724K +26,533 New
ADL
6
Asset Dedication LLC
California
$688K -$67.6K -2,480 -9%
DW
7
Domani Wealth
Pennsylvania
$668K -$31.8K -1,164 -4%
CWM
8
Cabot Wealth Management
Massachusetts
$593K +$47.9K +1,756 +9%
BJ
9
Brouwer & Janachowski
California
$469K -$5.26K -193 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$372K +$375K +13,764 +45,880%
IIC
11
Ironwood Investment Counsel
Arizona
$243K
Bank of America
12
Bank of America
North Carolina
$232K +$28.7K +1,053 +14%
ACP
13
Aviance Capital Partners
Florida
$230K +$19.2K +703 +9%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$84K +$81.2K +2,976 +2,172%
Citigroup
15
Citigroup
New York
$81K
SIG
16
Stanford Investment Group
California
$54K
TIM
17
Tortoise Investment Management
New York
$9K +$9.41K +345 New
SIM
18
Sonora Investment Management
Arizona
$7.02K +$7.09K +260 New
BlackRock
19
BlackRock
New York
$6K +$1.75K +64 +39%
Morgan Stanley
20
Morgan Stanley
New York
$6K +$5.18K +190 +704%
Creative Planning
21
Creative Planning
Kansas
$5K -$355 -13 -7%
JP Morgan Chase
22
JP Morgan Chase
New York
$5K +$4.72K +173 New
AG
23
Advisor Group
Arizona
$5K +$5.46K +200 New
IA
24
IFP Advisors
Florida
$3K +$2.59K +95 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.89K +106 New

FNDC Hedge Fund Activity: Q2 2016 in Review

29 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Small Company Index ETF (FNDC) for Q2 2016, worth a combined $323M — up 22% from $266M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FNDC positions and 3 closed out — a net gain of 7 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $55.9M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $3.6M sold.

  • 29 institutional investors held Schwab Fundamental International Small Company Index ETF (FNDC) as of Q2 2016, up from 22 in Q1 2016.
  • Funds reported $323M of Schwab Fundamental International Small Company Index ETF stock for Q2 2016, up 22% quarter-over-quarter.
  • 10 funds opened new Schwab Fundamental International Small Company Index ETF positions in Q2 2016 and 3 closed out, a net change of +7 holders.
  • The largest Schwab Fundamental International Small Company Index ETF buyer in Q2 2016 was Charles Schwab Investment Advisory, an estimated $55.9M added.
  • The largest Schwab Fundamental International Small Company Index ETF seller in Q2 2016 was Virtu KCG Holdings, an estimated $3.6M sold.

Based on aggregated 13F filings for Q2 2016.