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Schwab Fundamental Emerging Markets Large Company Index ETF

257 hedge funds and large institutions have $4.23B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 58 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 58

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

4% more funds holding

Funds holding: 247257 (+10)

0.17% more ownership

Funds ownership: 85.85%86.02% (+0.17%)

1% less capital invested

Capital invested by funds: $4.26B → $4.23B (-$22.5M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
257
Holders Change
+10
Holders Change %
+4.05%
% of All Funds
3.96%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.17%
New
47
Increased
99
Reduced
58
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
Exencial Wealth Advisors
Oklahoma
$10M +$10.4M +323,857 New
QCG
27
Quadrant Capital Group
Ohio
$9.43M +$1.26M +39,548 +15%
ADL
28
Asset Dedication LLC
California
$9.35M +$366K +11,464 +4%
UBS Group
29
UBS Group
Switzerland
$8.81M +$351K +10,990 +4%
KCM
30
Kathmere Capital Management
Pennsylvania
$8.6M +$39.1K +1,222 +0.4%
SSWG
31
Seven Springs Wealth Group
Tennessee
$7.95M +$726K +22,695 +10%
HWA
32
HHM Wealth Advisors
Tennessee
$7.95M +$250K +7,811 +3%
RJA
33
Raymond James & Associates
Florida
$7.5M +$7.74M +242,118 New
LNC
34
Lincoln National Corp
Pennsylvania
$7.33M -$37.6K -1,177 -0.5%
HPA
35
High Probability Advisors
New York
$7.25M +$421K +13,175 +6%
MWP
36
Moller Wealth Partners
$7.22M +$734K +22,974 +11%
RF
37
RHS Financial
California
$6.07M +$1.04M +32,663 +20%
AIP
38
Almanack Investment Partners
Pennsylvania
$5.64M -$24.4K -762 -0.4%
NCM
39
Northland Capital Management
Minnesota
$5.48M +$5.65M +176,830 New
OWM
40
Opes Wealth Management
California
$4.49M +$445K +13,931 +11%
EWM
41
Empirical Wealth Management
Washington
$4.21M +$26.1K +816 +0.6%
PC
42
Prairiewood Capital
North Dakota
$4.15M +$57.9K +1,811 +1%
EF
43
Empowered Funds
Pennsylvania
$4.1M +$4.23M +132,271 New
PHS
44
Pekin Hardy Strauss
Illinois
$3.95M -$79.9K -2,500 -2%
HR
45
Howe & Rusling
New York
$3.75M +$2.56M +80,175 +197%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$3.65M +$232K +7,265 +7%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$3.59M -$89.9K -2,813 -2%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$3.57M -$312K -9,762 -8%
SIM
49
Studio Investment Management
Illinois
$3.32M +$637K +19,920 +23%
SI
50
Saxon Interests
Texas
$3.09M +$3.09M +96,705 New

FNDE Hedge Fund Activity: Q4 2021 in Review

257 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2021, worth a combined $4.23B — down 0.53% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FNDE positions and 33 closed out — a net gain of 14 holders — while 99 added to existing stakes and 58 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $109M. The largest seller was Fidelity Investments, cutting an estimated $24M.

  • 257 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2021, up from 247 in Q3 2021.
  • Funds reported $4.23B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2021, down 0.53% quarter-over-quarter.
  • 47 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2021 and 33 closed out, a net change of +14 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $109M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2021 was Fidelity Investments, an estimated $24M sold.

Based on aggregated 13F filings for Q4 2021.