Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
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.
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: 308 → 316 (+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: 15 → 11 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$3.6B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$125M |
| 3 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$27.8M |
| 4 |
Jane Street
New York
|
+$16.6M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$78.7M |
| 2 |
UA
Unison Advisors
Washington,
District of Columbia
|
-$35.2M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$9.12M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$7.53M |
| 5 |
YAL
Your Advocates Ltd
Houston,
Texas
|
-$5.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
351
Alaska Wealth Advisors
Anchorage,
Alaska
| – | -$4.16K | -150 | Closed |
|
|
SWA
352
SOA Wealth Advisors
New York
| – | -$3.41K | -123 | Closed |
|
|
WPWM
353
Western Pacific Wealth Management
Lake Forest,
Illinois
| – | -$3.19K | -115 | Closed |
|
|
LF
354
LifeSteps Financial
Claremont,
California
| – | -$2.8K | -101 | Closed |
|
|
HFS
355
Hantz Financial Services
Southfield,
Michigan
| – | -$3K | -98 | Closed |
|
|
IPW
356
Impact Partnership Wealth
Marietta,
Georgia
| – | -$472 | -17 | Closed |
|
357
BlackRock
New York
| – | -$416 | -15 | Closed |
|
|
APC
358
Aspire Private Capital
Cornelius,
North Carolina
| – | -$305 | -11 | Closed |
|
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.