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Schwab Fundamental Emerging Markets Large Company Index ETF

247 hedge funds and large institutions have $4.26B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

62% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 58

10% more funds holding

Funds holding: 225247 (+22)

4% more capital invested

Capital invested by funds: $4.1B → $4.26B (+$156M)

0.67% less ownership

Funds ownership: 86.52%85.85% (-0.67%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
247
Holders Change
+22
Holders Change %
+9.78%
% of All Funds
4.32%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
41
Increased
94
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
26
Quadrant Capital Group
Ohio
$8.53M +$614K +19,279 +8%
HWA
27
HHM Wealth Advisors
Tennessee
$8.01M +$109K +3,437 +1%
LNC
28
Lincoln National Corp
Pennsylvania
$7.66M +$30.1K +945 +0.4%
SSWG
29
Seven Springs Wealth Group
Tennessee
$7.54M +$1.23M +38,697 +20%
HPA
30
High Probability Advisors
New York
$7.12M +$327K +10,261 +5%
MWP
31
Moller Wealth Partners
$6.76M +$161K +5,054 +2%
UA
32
Unison Advisors
District of Columbia
$6.3M +$370K +11,635 +6%
AIP
33
Almanack Investment Partners
Pennsylvania
$5.89M -$15.7M -491,872 -73%
RF
34
RHS Financial
California
$5.26M +$1M +31,487 +24%
YAL
35
Your Advocates Ltd
Texas
$4.67M -$2.17M -68,234 -32%
FFN
36
Focus Financial Network
Minnesota
$4.48M +$176K +5,543 +4%
EWM
37
Empirical Wealth Management
Washington
$4.35M +$417K +13,106 +11%
PC
38
Prairiewood Capital
North Dakota
$4.26M +$10.3K +323 +0.2%
OWM
39
Opes Wealth Management
California
$4.22M +$447K +14,031 +12%
PHS
40
Pekin Hardy Strauss
Illinois
$4.18M +$101K +3,172 +3%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$4.03M -$615K -19,313 -13%
MWM
42
Merriman Wealth Management
Washington
$3.84M +$2.79M +87,533 +276%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$3.82M +$1.52M +47,816 +68%
SL
44
Systelligence LLC
Minnesota
$3.7M +$3.66M +114,894 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$3.56M +$277K +8,691 +9%
SIM
46
Studio Investment Management
Illinois
$2.81M +$2.77M +87,076 New
CCM
47
Chilton Capital Management
Texas
$2.75M +$231K +7,257 +9%
OMC
48
Old Mission Capital
Illinois
$2.75M -$3.32M -104,379 -55%
BCI
49
Brinker Capital Investments
Pennsylvania
$2.73M -$16.8M -529,040 -86%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$2.63M +$2.11M +66,331 +430%

FNDE Hedge Fund Activity: Q3 2021 in Review

247 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q3 2021, worth a combined $4.26B — up 3.8% from $4.1B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FNDE positions and 16 closed out — a net gain of 25 holders — while 94 added to existing stakes and 58 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $110M. The largest seller was Brinker Capital Investments, cutting an estimated $16.8M.

  • 247 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q3 2021, up from 225 in Q2 2021.
  • Funds reported $4.26B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q3 2021, up 3.8% quarter-over-quarter.
  • 41 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q3 2021 and 16 closed out, a net change of +25 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $110M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2021.