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Schwab Fundamental Emerging Markets Large Company Index ETF

308 hedge funds and large institutions have $4.85B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 88

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1% more capital invested

Capital invested by funds: $4.81B → $4.85B (+$39.3M)

0% more funds holding

Funds holding: 307308 (+1)

0.46% less ownership

Funds ownership: 87.18%86.72% (-0.46%)

Holders
308
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.44%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
44
Increased
108
Reduced
88
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
226
Mather Group
Illinois
$35.6K +$35.4K +1,310 New
Citigroup
227
Citigroup
New York
$34.3K +$162 +6 +0.5%
VNA
228
Valley National Advisers
Pennsylvania
$34K -$6.59K -244 -16%
AWM
229
Abound Wealth Management
Tennessee
$33.5K
MA
230
MCF Advisors
Kentucky
$33.5K
TIM
231
Tortoise Investment Management
New York
$28.3K
BFPW
232
BOK Financial Private Wealth
Colorado
$27.3K +$26.5K +982 New
NCM
233
Northwest Capital Management
Oregon
$25.9K
FWP
234
FAS Wealth Partners
Kansas
$25.8K
ACA
235
American Capital Advisory
Idaho
$25.3K -$1.32K -49 -5%
CSWM
236
Cassady Schiller Wealth Management
Ohio
$23.8K +$23.2K +858 New
HPIA
237
Hamilton Point Investment Advisors
North Carolina
$23.2K
BFEC
238
Benjamin F. Edwards & Company
Missouri
$23K +$22.1K +818 New
PMFA
239
Plante Moran Financial Advisors
Michigan
$22.9K -$5.48K -203 -20%
FFWM
240
Future Financial Wealth Management
Ohio
$22.2K +$21.6K +800 New
NA
241
NewEdge Advisors
Louisiana
$19.5K -$486 -18 -3%
RG
242
Retirement Group
California
$19.4K
GRP
243
Global Retirement Partners
California
$18.9K +$27 +1 +0.1%
MRCM
244
M&R Capital Management
New Jersey
$18.7K -$2.32K -86 -11%
SPIA
245
Steward Partners Investment Advisory
New York
$18.3K +$17.6K +651 +7,233%
SIM
246
Studio Investment Management
Illinois
$18.1K -$4.43K -164 -20%
BCWM
247
Bartlett & Co Wealth Management
Ohio
$17.7K
Kayne Anderson Rudnick Investment Management
248
Kayne Anderson Rudnick Investment Management
California
$17.6K
FCAS
249
First Command Advisory Services
Texas
$16.1K +$15.6K +579 New
GWS
250
Glassman Wealth Services
Virginia
$15.3K

FNDE Hedge Fund Activity: Q1 2024 in Review

308 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q1 2024, worth a combined $4.85B — up 0.82% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FNDE positions and 37 closed out — a net gain of 7 holders — while 108 added to existing stakes and 88 trimmed.

The largest buyer was SageView Advisory Group, adding an estimated $73M. The largest seller was Citadel Advisors, cutting an estimated $90.1M.

  • 308 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q1 2024, up from 307 in Q4 2023.
  • Funds reported $4.85B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q1 2024, up 0.82% quarter-over-quarter.
  • 44 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q1 2024 and 37 closed out, a net change of +7 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q1 2024 was SageView Advisory Group, an estimated $73M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q1 2024 was Citadel Advisors, an estimated $90.1M sold.

Based on aggregated 13F filings for Q1 2024.