Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
50 hedge funds and large institutions have $552M invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
32% more funds holding
Funds holding: 38 → 50 (+12)
15% more capital invested
Capital invested by funds: $481M → $552M (+$70.8M)
4.21% less ownership
Funds ownership: 72.99% → 68.78% (-4.2%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$53.8M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$5.71M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.8M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$1.71M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$1.44M |
| 2 |
WCF
West Coast Financial
Santa Barbara,
California
|
-$855K |
| 3 |
Jane Street
New York
|
-$325K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$138K |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$81.2K |
FNDE Hedge Fund Activity: Q4 2016 in Review
50 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2016, worth a combined $552M — up 15% from $481M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FNDE positions and 3 closed out — a net gain of 12 holders — while 16 added to existing stakes and 10 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $53.8M. The largest seller was Avalon Capital Management, cutting an estimated $1.44M.
- 50 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2016, up from 38 in Q3 2016.
- Funds reported $552M of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2016, up 15% quarter-over-quarter.
- 15 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2016 and 3 closed out, a net change of +12 holders.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2016 was Charles Schwab Investment Advisory, an estimated $53.8M added.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2016 was Avalon Capital Management, an estimated $1.44M sold.
Based on aggregated 13F filings for Q4 2016.