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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
SPIA
251
Steward Partners Investment Advisory
New York
$19.5K
SIC
252
SJS Investment Consulting
Ohio
$19.2K +$3.19K +110 +20%
CAS
253
Coppell Advisory Solutions
Texas
$19.2K +$18.8K +648 New
BCWM
254
Bartlett & Co Wealth Management
Ohio
$19K
Kayne Anderson Rudnick Investment Management
255
Kayne Anderson Rudnick Investment Management
California
$18.7K
GGI
256
Godsey & Gibb Inc
Virginia
$18.5K +$18.1K +625 New
SIM
257
Studio Investment Management
Illinois
$18.5K -$1.07K -37 -6%
GWS
258
Glassman Wealth Services
Virginia
$16.3K
DFA
259
DHJJ Financial Advisors
Illinois
$15.7K +$436 +15 +3%
WT
260
Washington Trust
Rhode Island
$14.8K
KWAG
261
Kiely Wealth Advisory Group
North Carolina
$13.1K
ATPW
262
Ashton Thomas Private Wealth
Arizona
$12.1K +$11.9K +409 New
1IA
263
1620 Investment Advisors
Massachusetts
$11.2K +$11K +379 New
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$11.1K +$348 +12 +3%
IRC
265
Investors Research Corp
Georgia
$10.3K -$1.31K -45 -11%
CTWM
266
Cherry Tree Wealth Management
Minnesota
$9.35K
GFPC
267
Global Financial Private Client
Florida
$9.11K
CI
268
Cordant Inc
Oregon
$8.84K
Citigroup
269
Citigroup
New York
$8.66K -$27.3K -941 -76%
AA
270
Ancora Advisors
Ohio
$8.57K +$7.64K +263 +974%
RF
271
Robinswood Financial
Washington
$7.45K
AIC
272
Archer Investment Corporation
Indiana
$7.16K
SL
273
Salomon & Ludwin
Virginia
$6.27K
IAIM
274
International Assets Investment Management
Florida
$5.8K +$5.69K +196 New
SWM
275
Spire Wealth Management
Virginia
$5.44K -$32.6K -1,121 -86%

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.