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Schwab Fundamental Emerging Markets Large Company Index ETF

106 hedge funds and large institutions have $1.61B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

110% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 21

25% more funds holding

Funds holding: 85106 (+21)

18% more capital invested

Capital invested by funds: $1.36B → $1.61B (+$244M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.22% less ownership

Funds ownership: 72.65%72.43% (-0.22%)

Holders
106
Holders Change
+21
Holders Change %
+24.71%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
44
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$972K +$330K +10,536 +51%
PCM
27
Parsons Capital Management
Rhode Island
$847K +$34.8K +1,112 +4%
SCM
28
SOL Capital Management
Maryland
$800K +$7.83K +250 +1%
SPI
29
Santori & Peters Inc
Pennsylvania
$730K +$13.6K +433 +2%
BSB
30
Bangor Savings Bank
Maine
$706K +$709K +22,638 New
CP
31
Camelot Portfolios
Ohio
$684K -$30.4K -970 -4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$658K -$895K -28,568 -58%
SFI
33
SPC Financial Inc
Maryland
$582K +$237K +7,564 +68%
WCF
34
West Coast Financial
California
$577K -$21.4K -685 -4%
FC
35
Financial Consulate
Maryland
$571K +$14.4K +459 +3%
OA
36
Opes Advisors
California
$568K -$687K -21,945 -55%
AF
37
Advisornet Financial
Minnesota
$533K +$49.2K +1,570 +10%
MML Investors Services
38
MML Investors Services
Massachusetts
$523K +$97.3K +3,108 +23%
F
39
F3Logic
Minnesota
$522K +$523K +16,707 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$506K +$124K +3,973 +32%
CM
41
Cornerstone Management
Georgia
$504K +$507K +16,175 New
BUB
42
BBVA USA Bancshares
Texas
$502K +$504K +16,098 New
RJA
43
Raymond James & Associates
Florida
$494K -$1.15M -36,804 -70%
FA
44
FDx Advisors
Illinois
$469K +$471K +15,048 New
SC
45
Scotia Capital
Ontario, Canada
$448K -$85.8K -2,740 -16%
Creative Planning
46
Creative Planning
Kansas
$437K +$207K +6,625 +90%
FAIM
47
Financial Advocates Investment Management
Washington
$408K -$87.2K -2,785 -18%
HCIA
48
Hochman Cole Investment Advisors
Illinois
$380K +$9.46K +302 +3%
VNA
49
Valley National Advisers
Pennsylvania
$329K +$35.9K +1,146 +12%
AWM
50
Altium Wealth Management
New York
$321K +$1.78K +57 +0.6%

FNDE Hedge Fund Activity: Q1 2018 in Review

106 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q1 2018, worth a combined $1.61B — up 18% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FNDE positions and 6 closed out — a net gain of 21 holders — while 44 added to existing stakes and 21 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $114M. The largest seller was Ackerman Capital Advisors, cutting an estimated $8.12M.

  • 106 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q1 2018, up from 85 in Q4 2017.
  • Funds reported $1.61B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q1 2018, up 18% quarter-over-quarter.
  • 27 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q1 2018 and 6 closed out, a net change of +21 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q1 2018 was Charles Schwab Investment Advisory, an estimated $114M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q1 2018 was Ackerman Capital Advisors, an estimated $8.12M sold.

Based on aggregated 13F filings for Q1 2018.