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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

307 hedge funds and large institutions have $4.81B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 115 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 25

55% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 74

15% more funds holding

Funds holding: 267 → 307 (+40)

14% more capital invested

Capital invested by funds: $4.24B → $4.81B (+$576M)

1.11% more ownership

Funds ownership: 86.07% → 87.18% (+1.1%)

13% less funds holding in top 10

Funds holding in top 10: 16 → 14 (-2)

Holders
307
Holders Change
+40
Holders Change %
+14.98%
% of All Funds
4.48%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
67
Increased
115
Reduced
74
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$94.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$88.8M
3
Jane Street
Jane Street
New York
+$55.8M
4
Morgan Stanley
Morgan Stanley
New York
+$47.9M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$40.6M

Top Sellers

Rank Fund Capital Flow
1
AFA
Arlington Financial Advisors
California
-$9.77M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$7.91M
3
AL
Aspiriant LLC
California
-$3.83M
4
PWM
Pinnacle Wealth Management
California
-$3.26M
5
YAL
Your Advocates Ltd
Texas
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
326
Macroview Investment Management
Maryland
– -$2.96K -113 Closed
CWP
327
Concord Wealth Partners
Virginia
– -$2.91K -111 Closed
BAAM
328
Baker Avenue Asset Management
California
– -$1.99K -76 Closed
CCMI
329
Creative Capital Management Investments
California
– -$1.78K -68 Closed
FCAS
330
First Command Advisory Services
Texas
– -$839 -32 Closed
RCM
331
Raleigh Capital Management
North Carolina
– -$417 -16 Closed
10 11 12 13
14

FNDE Hedge Fund Activity: Q4 2023 in Review

307 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2023, worth a combined $4.81B — up 14% from $4.24B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FNDE positions and 25 closed out — a net gain of 42 holders — while 115 added to existing stakes and 74 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $94.8M. The largest seller was Arlington Financial Advisors, cutting an estimated $9.77M.

  • 307 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2023, up from 267 in Q3 2023.
  • Funds reported $4.81B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 67 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2023 and 25 closed out, a net change of +42 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2023 was Charles Schwab Investment Advisory, an estimated $94.8M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2023 was Arlington Financial Advisors, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2023.