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Schwab Fundamental Emerging Markets Large Company Index ETF

202 hedge funds and large institutions have $3.6B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

33% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 57

18% more capital invested

Capital invested by funds: $3.05B → $3.6B (+$551M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

8% more funds holding

Funds holding: 187202 (+15)

3.68% more ownership

Funds ownership: 84.43%88.11% (+3.7%)

Holders
202
Holders Change
+15
Holders Change %
+8.02%
% of All Funds
3.55%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
34
Increased
76
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YAL
26
Your Advocates Ltd
Texas
$8.62M -$4M -133,015 -32%
UBS Group
27
UBS Group
Switzerland
$8.25M +$5.36M +178,481 +198%
ADL
28
Asset Dedication LLC
California
$7.1M -$1.15M -38,356 -14%
HWA
29
HHM Wealth Advisors
Tennessee
$7.09M -$140K -4,647 -2%
QCG
30
Quadrant Capital Group
Ohio
$6.93M +$176K +5,856 +3%
LNC
31
Lincoln National Corp
Pennsylvania
$6.37M -$182K -6,060 -3%
MWP
32
Moller Wealth Partners
$6.14M +$863K +28,710 +17%
HPA
33
High Probability Advisors
New York
$5.69M +$145K +4,829 +3%
KCM
34
Kathmere Capital Management
Pennsylvania
$5.29M +$4.94M +164,280 +2,150%
SSWG
35
Seven Springs Wealth Group
Tennessee
$4.65M +$4.54M +151,225 New
FFN
36
Focus Financial Network
Minnesota
$4.43M +$625K +20,797 +17%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$4.3M +$142K +4,712 +3%
PC
38
Prairiewood Capital
North Dakota
$3.96M +$243K +8,099 +7%
UA
39
Unison Advisors
District of Columbia
$3.88M -$208K -6,918 -5%
OWM
40
Opes Wealth Management
California
$3.6M -$186K -6,200 -5%
EWM
41
Empirical Wealth Management
Washington
$3.03M -$769K -25,584 -21%
RF
42
RHS Financial
California
$3.02M -$780K -25,967 -21%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$2.69M -$7.25M -241,311 -73%
SPA
44
Sentinel Pension Advisors
Massachusetts
$2.49M +$894K +29,762 +168%
CCM
45
Chilton Capital Management
Texas
$2.46M +$1.79M +59,680 +293%
PHS
46
Pekin Hardy Strauss
Illinois
$2.39M +$253K +8,405 +12%
WFA
47
Wade Financial Advisory
California
$2.3M -$6.49K -216 -0.3%
WA
48
Waverly Advisors
Alabama
$1.99M
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.9M -$107K -3,545 -5%
FCM
50
Firestone Capital Management
Florida
$1.85M +$794K +26,413 +78%

FNDE Hedge Fund Activity: Q1 2021 in Review

202 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q1 2021, worth a combined $3.6B — up 18% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FNDE positions and 17 closed out — a net gain of 17 holders — while 76 added to existing stakes and 57 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $137M. The largest seller was Victory Capital Management, cutting an estimated $8.79M.

  • 202 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q1 2021, up from 187 in Q4 2020.
  • Funds reported $3.6B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q1 2021, up 18% quarter-over-quarter.
  • 34 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q1 2021 and 17 closed out, a net change of +17 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $137M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q1 2021 was Victory Capital Management, an estimated $8.79M sold.

Based on aggregated 13F filings for Q1 2021.