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Schwab Fundamental International Small Company Index ETF

32 hedge funds and large institutions have $401M invested in Schwab Fundamental International Small Company Index ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

24% more capital invested

Capital invested by funds: $323M → $401M (+$78.1M)

10% more funds holding

Funds holding: 2932 (+3)

3.46% more ownership

Funds ownership: 64.32%67.78% (+3.5%)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
7
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$383M +$48.7M +1,716,429 +15%
ACM
2
Avalon Capital Management
California
$4M +$3.87M +136,415 New
Citadel Advisors
3
Citadel Advisors
Florida
$3.12M +$3.02M +106,422 New
UCFA
4
United Capital Financial Advisors
Texas
$2.76M +$104K +3,675 +4%
Jane Street
5
Jane Street
New York
$2.75M -$6.4M -225,506 -71%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$822K +$405K +14,272 +103%
ADL
7
Asset Dedication LLC
California
$741K -$3.92K -138 -0.5%
CWM
8
Cabot Wealth Management
Massachusetts
$664K +$19.6K +692 +3%
DW
9
Domani Wealth
Pennsylvania
$556K -$164K -5,782 -23%
BJ
10
Brouwer & Janachowski
California
$504K -$4.88K -172 -1%
WCF
11
West Coast Financial
California
$502K -$290K -10,219 -37%
IIC
12
Ironwood Investment Counsel
Arizona
$264K
ACP
13
Aviance Capital Partners
Florida
$264K +$13.6K +480 +6%
SCM
14
SOL Capital Management
Maryland
$252K +$244K +8,590 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$232K -$528K -18,609 -70%
Bank of America
16
Bank of America
North Carolina
$169K -$80.6K -2,839 -33%
FANJ
17
Financial Architects (New Jersey)
New Jersey
$167K +$73.2K +2,578 +83%
Citigroup
18
Citigroup
New York
$88K
SIG
19
Stanford Investment Group
California
$59K
AIM
20
Advantage Investment Management
Iowa
$53K +$51.8K +1,825 New
GT
21
Glenmede Trust
Pennsylvania
$17K +$17.1K +602 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$15K +$14.2K +500 New
TIM
23
Tortoise Investment Management
New York
$10K
BlackRock
24
BlackRock
New York
$10K +$2.75K +97 +43%
AG
25
Advisor Group
Arizona
$6K

FNDC Hedge Fund Activity: Q3 2016 in Review

32 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Small Company Index ETF (FNDC) for Q3 2016, worth a combined $401M — up 24% from $323M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FNDC positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $48.7M. The largest seller was Jane Street, cutting an estimated $6.4M.

  • 32 institutional investors held Schwab Fundamental International Small Company Index ETF (FNDC) as of Q3 2016, up from 29 in Q2 2016.
  • Funds reported $401M of Schwab Fundamental International Small Company Index ETF stock for Q3 2016, up 24% quarter-over-quarter.
  • 7 funds opened new Schwab Fundamental International Small Company Index ETF positions in Q3 2016 and 4 closed out, a net change of +3 holders.
  • The largest Schwab Fundamental International Small Company Index ETF buyer in Q3 2016 was Charles Schwab Investment Advisory, an estimated $48.7M added.
  • The largest Schwab Fundamental International Small Company Index ETF seller in Q3 2016 was Jane Street, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2016.