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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
WAG
276
Wiser Advisor Group
Arizona
$3.91K -$27 -1 -0.7%
SWA
277
SOA Wealth Advisors
New York
$3.41K
WPWM
278
Western Pacific Wealth Management
Illinois
$3.19K +$3.1K +115 New
CPG
279
Cornerstone Planning Group
New Jersey
$3.07K -$3.4K -126 -55%
AW
280
Avion Wealth
Texas
$3K -$1.38K -51 -34%
HFS
281
Hantz Financial Services
Michigan
$3K -$864 -32 -25%
LF
282
LifeSteps Financial
California
$2.8K +$2.73K +101 New
AA
283
Addison Advisors
Vermont
$2.78K -$22.6K -837 -89%
KFI
284
Key Financial Inc
Pennsylvania
$2.44K
AP
285
Aspect Partners
Virginia
$2.38K
NP
286
NorthRock Partners
Minnesota
$2.36K
CFGS
287
Concourse Financial Group Securities
Alabama
$2.19K +$2.13K +79 New
FDCDDQ
288
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.14K
FMP
289
Financial Management Professionals
Texas
$2K
SIC
290
Salem Investment Counselors
North Carolina
$2K
W
291
WealthCollab
Washington
$1.8K
BHWM
292
Beaird Harris Wealth Management
Texas
$1.53K
SSB
293
Sandy Spring Bank
Maryland
$1.39K -$31.5K -1,167 -96%
BLC
294
Brown, Lisle/Cummings
Rhode Island
$1.39K
RCM
295
Raleigh Capital Management
North Carolina
$1.25K +$1.22K +45 New
AFWM
296
Abich Financial Wealth Management
Virginia
$1.22K
AssetMark Inc
297
AssetMark Inc
California
$1.22K +$1.19K +44 New
SS
298
Sunbelt Securities
Texas
$1.19K
RIA
299
Realta Investment Advisors
Delaware
$1.19K +$1.16K +43 New
WWMSC
300
Wagner Wealth Management (South Carolina)
South Carolina
$888 +$135 +5 +19%

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.