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Schwab Fundamental Emerging Markets Large Company Index ETF

316 hedge funds and large institutions have $5.18B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 97 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $4.85B → $5.18B (+$329M)

3% more funds holding

Funds holding: 308316 (+8)

8% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 97

0.42% more ownership

Funds ownership: 86.72%87.14% (+0.42%)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
316
Holders Change
+8
Holders Change %
+2.6%
% of All Funds
4.56%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
52
Increased
105
Reduced
97
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
226
Global Retirement Partners
California
$66.5K +$45.6K +1,569 +230%
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$66.2K +$3.05K +105 +5%
BIM
228
Breakwater Investment Management
Washington
$66.1K
KPP
229
Kings Path Partners
Texas
$64.5K +$63.3K +2,180 New
CA
230
Continuum Advisory
Idaho
$62.9K +$16.2K +557 +36%
HI
231
Harbour Investments
Wisconsin
$59.3K -$18.2K -626 -24%
MA
232
MCF Advisors
Kentucky
$57.1K +$21K +722 +60%
FGAM
233
Financial Gravity Asset Management
Texas
$55.4K
HR
234
Howe & Rusling
New York
$54.3K +$9.5K +327 +22%
CAL
235
Capital Analysts LLC
Pennsylvania
$53K +$52.5K +1,807 New
MG
236
Mather Group
Illinois
$46.3K +$10.4K +358 +27%
BF
237
BOK Financial
Oklahoma
$44.4K +$43.6K +1,500 New
CFD
238
Creative Financial Designs
Indiana
$39.4K -$174 -6 -0.4%
AWM
239
Abound Wealth Management
Tennessee
$35.7K
SFC
240
SYM Financial Corp
Indiana
$31.5K +$31K +1,066 New
IHWM
241
Iron Horse Wealth Management
Iowa
$31.1K +$30.5K +1,051 New
TIM
242
Tortoise Investment Management
New York
$30.2K
VNA
243
Valley National Advisers
Pennsylvania
$28K -$8.33K -287 -23%
ACA
244
American Capital Advisory
Idaho
$27.6K +$1.42K +49 +5%
FWP
245
FAS Wealth Partners
Kansas
$27.5K
TWP
246
Triad Wealth Partners
Kansas
$25.9K +$25.4K +876 New
HPIA
247
Hamilton Point Investment Advisors
North Carolina
$24.9K
BFPW
248
BOK Financial Private Wealth
Colorado
$22.3K -$6.82K -235 -24%
SP
249
SWS Partners
Ohio
$22.2K +$21.8K +750 New
MRCM
250
M&R Capital Management
New Jersey
$19.9K

FNDE Hedge Fund Activity: Q2 2024 in Review

316 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q2 2024, worth a combined $5.18B — up 6.8% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FNDE positions and 40 closed out — a net gain of 12 holders — while 105 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab, adding an estimated $3.6B. The largest seller was SageView Advisory Group, cutting an estimated $78.7M.

  • 316 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q2 2024, up from 308 in Q1 2024.
  • Funds reported $5.18B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q2 2024, up 6.8% quarter-over-quarter.
  • 52 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q2 2024 and 40 closed out, a net change of +12 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $3.6B added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q2 2024 was SageView Advisory Group, an estimated $78.7M sold.

Based on aggregated 13F filings for Q2 2024.